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Grant Michael Lockwood

Assetmark, Inc.

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About Grant Michael Lockwood

Grant Lockwood is a financial advisor with Assetmark, Inc. Grant is a Registered Representative (Series 63) and Investment Advisor Representative (Series 65) with over 10 years in the financial services industry. Grant holds the Series 6TO and SIE licenses. Grant is registered with the state of California. Grant specializes in retirement planning, investment planning, financial planning, and estate planning.

Firm Information

Grant Lockwood 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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Grant Lockwood’s Registration & Firm History

CA

02/23/2024 - Present

Assetmark, Inc. (Encino CA)

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Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Michael Lockwood.
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