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PJ

Philip James Corson

Investment Adviser Representative at ASSETMARK, INC.

Clover, SCCRD #5857729Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
North CarolinaSouth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/27/2019
Series 66
Uniform Combined State Law Examination
Passed 5/2/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/12/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Assetmark, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASSETMARK, INC.Current
7/15/2026Clover, SC
STRATEGIC PLANNING CORPORATIONCurrent
7/30/2013Fort Mill, SC
EFFICIENT ADVISORS
6/28/20226/1/2026Fort Mill, SC
MATSON MONEY, INC.
3/23/20173/23/2023Fort Mill, SC
1ST GLOBAL ADVISORS INC
5/4/20111/2/2013Lake Wylie, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Philip James Corson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.