EB
Elizabeth Buckly
from Assetmark, Inc.
Elizabeth Buckly is a financial advisor based in California, Concord,
with 18 years of experience. Elizabeth currently works for
Assetmark, Inc..
Elizabeth maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Elizabeth Buckly works at Assetmark, Inc.
Assetmark, Inc. is a financial advisory firm based in Concord, California. It currently has approximately $53,871,188,715 of assets under management and employs about 752 people. Assetmark, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1655 Grant Street, 10th Floor, Concord, California, 94520
Advisor can help with
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