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Mark Steven Pickett

Assetmark, Inc.

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About Mark Steven Pickett

Mark Steven Pickett is an investment advisor representative at Assetmark, Inc. Mark has been in the industry since April 4, 2011, and is licensed in Colorado, Kentucky, Michigan, Ohio, Pennsylvania, and West Virginia. Mark has been with Assetmark, Inc. since December 2019. Mark is also a Senior National Sales Consultant for Assetmark, Inc., a registered investment advisor that is an affiliate of Assetmark Brokerage, LLC. Mark is Series 7, Series 24, and Series 66 licensed. He is a specialist in investment advisory services, including portfolio management for individuals, investment companies, and pension consulting. Mark specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

Firm Information

Mark Pickett 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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Mark Pickett’s Registration & Firm History

CA

01/14/2020 - Present

Assetmark, Inc. (CONCORD CA)

GA

05/05/2017 - 04/17/2019

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

CO

03/25/2010 - 05/20/2016

CURIAN CLEARING, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 04/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Steven Pickett.
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