Randy Jerome Lawrence
Investment adviser representative at Assetmark, Inc.
13 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
13 years in the industry.
- Assetmark, Inc.Sep 2023 to now
- Assetmark Brokerage, LLCJun 2023 to now
- Assetmark Financial Holdings, IncJan 2023 to now
- Chicago White SoxJun 2022 to Dec 2022
- Isbi360Feb 2022 to Jun 2022
- UnemployedMay 2021 to Feb 2022
- Express Specialty PharmacyJun 2020 to Oct 2020
- City of Bloomington Public WorksMay 2018 to Aug 2019
- Washington University In St. LouisJul 2017 to May 2021
- Bloomington High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7764854
- Firm CRD
- 109018