Chad Allen Azara

Current Employers

Employment History

• 02/2016 → 08/2024
  Professional Capital Services, Llc
  Philadelphia, PA
• 08/2016 → 10/2017
  Fiduciary Advisors, Llc
  Philadelphia, PA
• 03/2019 → 08/2024
  Liberty Partners Financial Services, Llc
  Mt. Pleasant, SC
• 06/2019 → 08/2024
  Liberty Partners Capital Management Llc
  Bakersfield, CA
• 09/2024 → Present
  Assetmark Brokerage, Llc
  Tega Cay, SC
• 08/2024 → Present
  Assetmark Financial Holdings, Inc
  Tega Cay, SC

Other Businesses

1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 8/2024 - 160 HRS / MONTHLY - VP, HEAD OF RETIREMENT SERVICES SALES & STRATEGY OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) MAGNOLIA ESTATES SENIOR COMMUNITY - IN CLOVER, SC - SENIOR CARE COMMUNITY - PARTNER - START DATE 6/2024 - 6 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - PROVIDE INSIGHT, GUIDANCE AND SUPPORTIVE FUNCTIONS 3) AGORA HOME CARE - IN CHARLOTTE, NC - HOME CARE SERVICES - VP - START DATE 1/2022 - 0 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - NO DUTIES, NAMED VP IN ARTICLES OF INCORPORATION FOR SUCCESSION PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  1998-08-04

Other Names

• Chad A Azara