Geoffrey SchockCRD Number: 5639824
Current Firm: Trutina Financial
Geoffrey Schock (CRD# 5639824) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 11 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Trutina Financial (dba Of Bellevue Financial)||Bellevue, WA||Jan 2009 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management942MILLIONS
Total Number of Accounts1,119ACCOUNTS
Average Account Value$841,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, IA, OR, TX, WA
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