Frederick Block, financial advisor Austin TX
93 score

Frederick Block

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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 7
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
Contact Info for Frederick J. Block
Phone Number: 512-697-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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