Bacilisa Erica Herrera
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.Jan 2019 to now
- Assetmark Brokerage, LLCJan 2019 to now
- Assetmark Financial Holdings, Inc.Jan 2019 to now
- Designer Shoe Warehouse (dsw)Jul 2018 to Feb 2019
- School Association for Special Education In Dupage County (sasedMay 2018 to Jan 2019
- Assetmark Brokerage, LLCMay 2016 to May 2018
- Assetmark Financial, Inc.Nov 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5720235
- Firm CRD
- 109018