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Marie Tracey Hynes

Assetmark, Inc.

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About Marie Tracey Hynes

Marie Tracey Hynes is a financial advisor with over 20 years of experience in the financial industry. Marie has a proven track record of providing personalized financial advice to individuals and families. Marie currently works at Assetmark, Inc. as a registered representative and investment advisor representative. Marie has previously worked at several other firms, including Northern Trust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marie is a highly qualified financial advisor with a strong commitment to client service.

Firm Information

Marie Hynes 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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Marie Hynes’s Registration & Firm History

AZ

08/23/2019 - Present

Assetmark, Inc. (Phoenix AZ)

AZ

12/14/2009 - 07/12/2019

NORTHERN TRUST SECURITIES, INC. (Tempe AZ)

IL

01/10/2006 - 04/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

MO

03/10/2004 - 06/23/2005

FIRST MIDAMERICA INVESTMENT CORPORATION (ST. JOSEPH MO)

MI

07/28/1999 - 03/09/2004

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

BOTH

Issued 02/26/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marie Tracey Hynes.
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