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Claire Victoria Coddington

Assetmark Brokerage, LLC

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About Claire Victoria Coddington

Claire Victoria Coddington is a financial professional with over 7 years of experience in the industry. Claire is currently registered with Assetmark Brokerage, LLC and holds Series 6, 7, and 63 licenses. Previously, Claire has been associated with Invest Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., National Planning Corporation and Jackson National Life Distributors LLC. Claire is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Claire Coddington is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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Claire Coddington’s Registration & Firm History

CA

03/01/2018 - Present

Assetmark Brokerage, LLC (CONCORD CA)

WI

12/07/2016 - 02/06/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

12/07/2016 - 02/06/2018

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

WI

12/07/2016 - 02/06/2018

SII INVESTMENTS, INC. (APPLETON WI)

CA

11/11/2016 - 02/06/2018

NATIONAL PLANNING CORPORATION (El Segundo CA)

TN

03/12/2015 - 11/16/2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 03/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claire Victoria Coddington.
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