Alicia Reed is a registered investment advisor, based in Concord, CA, with 21 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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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 8 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 8 mos
Assetmark, INC.
June 2009 - Present · 16 yrs 10 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
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Exams
No exam information available for this advisor.