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Alicia Ann Reed

Assetmark, Inc.

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About Alicia Ann Reed

Alicia Ann Reed has been in the financial industry since 2002. Alicia Ann Reed is currently registered with Assetmark, Inc. and has been registered with this firm since 2009. Alicia Ann Reed has previous experience with Capital Brokerage Corporation, Wells Fargo Investments, LLC and Charles Schwab & Co., Inc. In addition to the current registration with Assetmark, Inc., Alicia Ann Reed has also been registered with several other firms throughout her career. Alicia Ann Reed has specialized in providing financial advice to individuals, businesses, and investment companies.

Firm Information

Alicia Reed is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alicia Reed’s Registration & Firm History

CA

06/18/2009 - Present

Assetmark, Inc. (CONCORD CA)

VA

12/03/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

06/11/2009 - 11/20/2013

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

OR

07/29/2005 - 09/04/2007

WELLS FARGO INVESTMENTS, LLC (EUGENE OR)

TX

07/22/2002 - 07/27/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 01/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alicia Ann Reed.
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