Elizabeth Marie Buckly
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Assetmark, Inc.Nov 2018 to now
- Assetmark Brokerage, LLCNov 2018 to now
- Assetmark Financial Holdings, IncNov 2018 to now
- Lash & Brow Affair, LLCMar 2018 to Oct 2020
- UnemployedFeb 2018 to Mar 2018
- National Planning CorporationApr 2007 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5321388
- Firm CRD
- 109018