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Miles Nolen

Assetmark, Inc.

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About Miles Nolen

Miles Nolen is a financial advisor with Assetmark, Inc. in CONCORD, CA. Miles Nolen has been in the industry since 2010 and has experience with various financial products and services, including portfolio management for individuals, portfolio management for investment companies, and pension consulting. Miles Nolen has passed the Series 6, 7, 63, and 65 exams, and is currently registered with FINRA and the state of California. Miles Nolen has previously worked with GWFS EQUITIES, INC., LPL FINANCIAL LLC, ICMA-RC SERVICES, LLC, TRANSAMERICA INVESTORS SECURITIES CORPORATION, and METLIFE INVESTORS DISTRIBUTION COMPANY.

Firm Information

Miles Nolen 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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Miles Nolen’s Registration & Firm History

CA

08/21/2024 - Present

Assetmark, Inc. (CONCORD CA)

CO

07/10/2019 - 02/08/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

07/09/2014 - 02/27/2018

LPL FINANCIAL LLC (SAN DIEGO CA)

DC

01/10/2014 - 05/22/2014

ICMA-RC SERVICES, LLC (WASHINGTON DC)

MN

06/14/2013 - 12/17/2013

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PAUL MN)

CT

01/01/2009 - 05/28/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)

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Licenses & Designations

IA

Issued 03/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miles Nolen.
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