linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon John Nachman

Assetmark, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon John Nachman

Brandon John Nachman is a financial professional with over 10 years of experience in the industry. He is currently registered with Assetmark, Inc. in Arizona. Prior to his current role, Brandon worked for Securities America, Inc. and Crown Capital Securities, L.P. His expertise includes providing financial planning and portfolio management for individuals, businesses, and investment companies. He also offers advisory services related to pension consulting and selection of other advisors. Brandon holds the Series 7, Series 66, and SIE licenses.

Firm Information

Brandon Nachman 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Nachman’s Registration & Firm History

AZ

04/19/2018 - Present

Assetmark, Inc. (Phoenix AZ)

AZ

07/18/2017 - 12/26/2017

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

10/23/2007 - 07/18/2017

CROWN CAPITAL SECURITIES, L.P. (PHOENIX AZ)

Not sure if Brandon John Nachman is right for you?

Licenses & Designations

IA

Issued 10/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon John Nachman.
Not sure if Brandon John Nachman is right for you?