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Kristina Diane Toland

Assetmark, Inc.

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About Kristina Diane Toland

Kristina Toland is an investment advisor representative with Assetmark, Inc. based in Concord, CA. Kristina has been in the industry since 2008. Kristina previously held positions at FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC and Edward Jones.

Firm Information

Kristina Toland 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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Kristina Toland’s Registration & Firm History

CA

08/28/2023 - Present

Assetmark, Inc. (CONCORD CA)

GA

03/27/2019 - 07/09/2021

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

03/27/2019 - 07/09/2021

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

03/27/2019 - 07/09/2021

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

03/27/2019 - 07/09/2021

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CA

02/17/2015 - 01/23/2019

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

CO

02/17/2015 - 01/23/2019

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

IL

02/17/2015 - 01/23/2019

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

MN

02/17/2015 - 01/23/2019

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

AZ

11/19/2008 - 12/26/2014

EDWARD JONES (TEMPE AZ)

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Licenses & Designations

BOTH

Issued 12/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Diane Toland.
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