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Christian M Oconnor

Assetmark, Inc.

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About Christian M Oconnor

Christian M. Oconnor is an investment advisor representative at Assetmark, Inc. in Austin, TX. Christian has been in the financial services industry since 2006. Christian holds licenses including Series 7, Series 31, Series 63, and Series 65. Christian is registered with the state of Texas. Christian also previously worked at several other financial institutions.

Firm Information

Christian Oconnor 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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Christian Oconnor’s Registration & Firm History

TX

02/08/2023 - Present

Assetmark, Inc. (Austin TX)

ME

08/16/2021 - 01/09/2023

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

ME

08/27/2018 - 06/09/2021

FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)

NE

01/22/2018 - 03/16/2018

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

TX

06/13/2012 - 12/07/2017

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

NY

02/16/2007 - 05/25/2012

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

NJ

06/29/2006 - 01/29/2007

MORGAN STANLEY DW INC. (SHORT HILLS NJ)

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Licenses & Designations

IA

Issued 11/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 06/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian M Oconnor.
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