Addison Pock, financial advisor Fredericksburg VA
93 score

Addison Pock

CRD Number: 5949805
Current Firm: Pbmares Wealth Management LLC

Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 5 years of experience in the finance industry. Addison Pock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pbmares Wealth Management, LLC Fredericksburg, VA Jul 2014 - Current 2
Pbmares Wealth Management, LLC Williamsburg, VA Jun 2011 - Jul 2014 3
Virginia Tech Blacksburg, VA Aug 2007 - May 2011 3
William & Mary Bookstore Williamsburg, VA Jul 2007 - Aug 2010 3
Bruton High Williamsburg, VA Sep 2003 - Jun 2007 3
Consolidated Theaters Williamsburg, VA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Addison M. Pock
Phone Number: 757.229.7180
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $287,506
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, NH, TX, VA

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

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