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Alicia Ann Reed

21 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
410,747 clients
Average Client Portfolio
$188K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alicia works full-time as an operations product manager of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in August 2014.

Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 6 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 6 mos
Assetmark, INC.
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
June 2009 - November 2013 · 4 yrs 5 mos
Wells Fargo Investments, LLC
January 2007 - September 2007 · 8 mos
Wells Fargo Investments, LLCBroker
July 2005 - September 2007 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
July 2002 - July 2005 · 3 yrs
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.