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Alexe Dimitrios Rodopoulos

20 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

Alexe works full-time as a Senior Regional Consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in August 2014.

Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 6 mos
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 6 mos
Assetmark, INC.
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
September 2008 - November 2013 · 5 yrs 2 mos
Genworth Financial Asset Management, INC
August 2005 - August 2008 · 3 yrs
State Registrations5 states
ALGAMSSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexe Dimitrios Rodopoulos - Financial Advisor | TrueAdvisor