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Trevor John Cornett

Assetmark, Inc.

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About Trevor John Cornett

Trevor Cornett is an Investment Advisor Representative with Assetmark, Inc. Trevor has been in the industry since April 2019. Prior to joining Assetmark, Trevor worked at Stifel, Nicolaus & Company, Incorporated and Edward Jones. Trevor holds the Series 66, Series 7TO, and SIE licenses. Trevor is registered in Illinois.

Firm Information

Trevor Cornett 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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Trevor Cornett’s Registration & Firm History

CA

06/21/2022 - Present

Assetmark, Inc. (CONCORD CA)

MO

05/08/2019 - 12/23/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

IL

12/13/2018 - 03/12/2019

EDWARD JONES (EFFINGHAM IL)

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Licenses & Designations

BOTH

Issued 01/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor John Cornett.
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