Brooke Turner (CRD# 7506005) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Phoenix, AZ | Jan 2022 - Current | 2 |
| Assetmark Financial Holdings, Inc. | Phoenix, AZ | Oct 2021 - Current | 2 |
| Unemployed | Tempe, AZ | May 2021 - Oct 2021 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2017 - May 2021 | 3 |
| Amazon.com, Inc. | Tempe, AZ | Jun 2020 - Jan 2021 | < 1 |
| Sonora Investment Management | Phoenix, AZ | Nov 2019 - Jun 2020 | < 1 |
| Dare To Escape Az | Tempe, AZ | Oct 2019 - May 2020 | < 1 |
| Arizona State University | Tempe, AZ | Jan 2019 - Dec 2019 | < 1 |
| Unemployed | Tempe, AZ | Aug 2018 - Jan 2019 | < 1 |
| Blue Ice Gelato | Tucson, AZ | May 2017 - Aug 2018 | 1 |
| Tohono Chul Garden Bistro | Tucson, AZ | Sep 2016 - May 2017 | < 1 |
| Unemployed | Tucson, AZ | Jan 1999 - Sep 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- AZ
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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