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Christopher Paul Randal

Assetmark, Inc.

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About Christopher Paul Randal

Christopher Randal is a financial advisor with Assetmark, Inc. in Presto, Pennsylvania. Christopher has been in the financial services industry since 1997 and has a wide range of experience working with individuals, businesses, and institutions. Christopher holds the Series 6, 7, 22, and 66 securities licenses. Christopher is also registered as an investment advisor in Pennsylvania.

Firm Information

Christopher Randal 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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Christopher Randal’s Registration & Firm History

CA

07/22/2019 - Present

Assetmark, Inc. (CONCORD CA)

GA

03/31/2017 - 04/17/2019

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

NY

09/08/2016 - 03/24/2017

FDX CAPITAL LLC (NEW YORK NY)

TN

01/06/2010 - 09/15/2015

CURIAN CLEARING, LLC (FRANKLIN TN)

TN

11/10/2008 - 12/31/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

NJ

11/15/2006 - 11/04/2008

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

PA

08/28/1997 - 12/07/2006

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2000

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/27/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Paul Randal.
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