linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Levi David Scoggins

Assetmark, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Levi? Claim Your Profile

About Levi David Scoggins

Levi David Scoggins is an investment advisor representative with Assetmark, Inc. Levi is registered with the state of Arizona. Levi's professional experience includes previous roles with Stealth Partner Group and In-N-Out Burger. Levi has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Assetmark, Inc. is headquartered in Concord, CA, and has a branch office in Phoenix, AZ. Assetmark, Inc. has a total of 374574 client accounts under management. The firm primarily works with individuals, insurance companies, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Levi Scoggins 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Levi Scoggins’s Registration & Firm History

AZ

12/18/2024 - Present

Assetmark, Inc. (Phoenix AZ)

Not sure if Levi David Scoggins is right for you?

Licenses & Designations

BC

Issued 08/27/2024

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

BC

Issued 07/22/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Levi David Scoggins.
Not sure if Levi David Scoggins is right for you?