AssetMark
Grant Lockwood is a Sales Consultant at AssetMark since June 2023, focusing on internal consulting within the Pacific Northwest region. Prior to this role, Grant served as a Sales Coordinator at Oakwood Wealth Partners from May 2022 to June 2023 and gained experience as an Intern/Paraplanner. Grant holds a Bachelor of Business Administration in Marketing from California State Polytechnic University-Pomona, completed in 2023.
This person is not in any offices
AssetMark
3 followers
AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.