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Heidi Elise Wallace

Assetmark, Inc.

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About Heidi Elise Wallace

Heidi Elise Wallace is a financial advisor with Assetmark, Inc., with over 4 years of experience in the financial services industry. Heidi is registered with the state of Georgia as an Investment Advisor Representative (IAR). Heidi has previously held positions at CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, CETERA ADVISOR NETWORKS LLC, and J.P. TURNER & COMPANY, L.L.C. Heidi is also a Series 63, 65, 7, 24, and SIE license holder.

Firm Information

Heidi Wallace 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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Heidi Wallace’s Registration & Firm History

CA

12/05/2018 - Present

Assetmark, Inc. (CONCORD CA)

GA

10/23/2015 - 09/17/2018

CETERA ADVISORS LLC (ATLANTA GA)

GA

10/23/2015 - 09/17/2018

CETERA FINANCIAL SPECIALISTS LLC (ATLANTA GA)

GA

10/23/2015 - 09/17/2018

CETERA INVESTMENT SERVICES LLC (ATLANTA GA)

GA

10/20/2015 - 09/17/2018

CETERA ADVISOR NETWORKS LLC (ATLANTA GA)

GA

05/21/2014 - 10/28/2015

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/30/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2015

Series 24 - General Securities Principal Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Elise Wallace.
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