Adam Bock, financial advisor Bonita Springs FL

Adam Bock

CRD Number: 5366615
Current Firm: State Farm Investment Management Corp.

Adam Bock (CRD# 5366615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bonita Springs, FL and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Vp Management Corp Bonita Springs, FL Oct 2020 - Current 3
State Farm Investment Management Corp Bonita Springs, FL Oct 2020 - Current 3
Adam Bock Insurance Agency Bonita Springs, FL Oct 2020 - Current 3
State Farm Insurance Bloomington, IL Jul 2018 - Sep 2020 2
State Farm Vp Management Corp. Bloomington, IL Jul 2018 - Sep 2020 2
State Farm Insurance Rancho Santa Margarita, CA Jun 2013 - Jul 2018 5
State Farm Vp Management Corp Rancho Santa Margarita, CA Jun 2013 - Jul 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Adam M. Bock
Phone Number: 800-447-0740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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