Mary Mock, financial advisor Cincinnati OH

Mary Mock

CRD Number: 5276399
Current Firm: Touchstone Advisors Inc.

Mary Mock (CRD# 5276399) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Touchstone Securities Cincinnati, OH Jan 2007 - Current 17
Ifs Financial Services Cincinnati, OH Sep 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Mary T. Mock
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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