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Omar Mercado

Assetmark, Inc.

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About Omar Mercado

Omar Mercado is a registered investment advisor representative with Assetmark, Inc. Omar has been in the securities industry for over 10 years. Omar holds the Series 7, Series 24 and Series 66 licenses. Prior to joining Assetmark, Inc., Omar worked for Northwestern Mutual Investment Services, LLC and National Planning Corporation. Omar works with a variety of clients, including individuals, corporations, and pension plans. Omar is committed to providing personalized financial advice that helps his clients reach their financial goals.

Firm Information

Omar Mercado 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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Omar Mercado’s Registration & Firm History

CA

06/07/2021 - Present

Assetmark, Inc. (CONCORD CA)

CA

05/04/2016 - 03/25/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

CA

07/01/2011 - 03/31/2016

NATIONAL PLANNING CORPORATION (El Segundo CA)

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Licenses & Designations

BOTH

Issued 11/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar Mercado.
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