Levi
Scoggins
Assetmark, Inc
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About this Advisor
Levi Scoggins is a financial advisor based in Phoenix, Arizona, working with Assetmark, Inc. Levi has previously held positions at Assetmark Financial Holdings, Inc, Stealth Partner Group, In-N-Out Burger, Arizona Department Of Child Safety, Full Time Education - Grand Canyon University, Full Time Education - Douglas County High School, Grand Canyon University, Heggem-Lundquist Paint Co, Bonaventure Senior Living, O'Brien'S Cafe, and Assetmark Brokerage, LLC. Levi has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Levi is part of Assetmark, Inc, which operates out of Phoenix, Arizona. The firm has 5 offices and 735 employees. Assetmark, Inc manages assets totaling $77.4 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$77,412,781,198
735
410,749
$188,467
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Levi Scoggins Work History
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Stealth Partner Group
Arizona Department Of Child Safety
In-N-Out Burger
Grand Canyon University
Full Time Education - Grand Canyon University
Heggem-Lundquist Paint Co
Bonaventure Senior Living
Heggem-Lundquist Paint Co
Full Time Education - Douglas County High School
O'Brien'S Cafe
Disclosures
Please visit the SEC profile of Levi Scoggins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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