Levi David Scoggins
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 Brokerage, LLCJul 2024 to now
- Assetmark, Inc.Mar 2023 to now
- Assetmark Financial Holdings, IncMar 2023 to now
- Stealth Partner GroupOct 2022 to Mar 2023
- Arizona Department of Child SafetyJul 2022 to Oct 2022
- In-n-out BurgerJan 2021 to Dec 2022
- Grand Canyon UniversityJan 2020 to Mar 2020
- Full Time Education - Grand Canyon UniversitySep 2019 to Jul 2022
- Heggem-lundquist Paint CoMay 2019 to Sep 2019
- Bonaventure Senior LivingJan 2018 to May 2018
- Heggem-lundquist Paint CoMay 2017 to Aug 2017
- O'brien's CafeSep 2015 to Aug 2019
- Full Time Education - Douglas County High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7964112
- Firm CRD
- 109018