Frederick BlockCRD Number: 4530332
Current Firm: Nfp Advisor Services, LLC
Frederick Block (CRD# 4530332) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Austin, TX and has over 15 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Strategic Retirement Partners||Williamsburg, VA||Jan 2016 - Current||1|
|Block Financial Group||Norfolk, VA||May 2009 - Current||8|
|Nfp Advisor Services, LLC||Aliso Viejo, CA||Aug 2014 - Apr 2016||1|
|401 (k) Advisors, Inc.||Austin, TX||Jul 2015 - Jan 2016||< 1|
|401(k) Advisors, Inc.||Aliso Viejo, CA||Oct 2014 - Jul 2015||< 1|
|Financial Telesis Inc.||S, CA||Oct 2013 - Aug 2014||< 1|
|Cadaret, Grant & Company, Inc.||Norfolk, VA||May 2009 - Oct 2013||4|
|Farmers Financial Solutions||Virginia Beach, VA||Apr 2002 - May 2009||7|
|Frederick J. Block Ins. Agency||Virginia Beach, VA||Jan 2002 - May 2009||7|
|Farmers Insurance Group||Virginia Beach, VA||Oct 2001 - May 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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