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Daniel Christopher Beeson

Assetmark, Inc.

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About Daniel Christopher Beeson

Daniel Christopher Beeson is an investment advisor representative currently registered with Assetmark, Inc. Daniel has been in the industry since 2004, with experience in investment advisory, and broker dealer services. Daniel has been registered with Assetmark, Inc. since 2022. Daniel previously worked at Brinker Capital Securities, LLC in Berwyn, PA and Pacific Select Distributors, LLC in Omaha, NE. Daniel currently holds Series 6, 7TO, 26, 63, and 65 licenses.

Firm Information

Daniel Beeson 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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Daniel Beeson’s Registration & Firm History

CA

08/01/2022 - Present

Assetmark, Inc. (Encino CA)

PA

01/05/2022 - 05/23/2022

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

NE

05/17/2004 - 04/23/2019

PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/16/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Christopher Beeson.
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