Kim BlockCRD Number: 1844464
Current Firm: Valic Financial Advisors, Inc.
Kim Block (CRD# 1844464) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 27 years of experience in the finance industry. Kim Block 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Valic Financial Advisors||Lakewood, CO||Oct 2012 - Current||4|
|Mercury Payment Systems||Denver, CO||Mar 2012 - Oct 2012||< 1|
|Unemployed||Denver, CO||Oct 2011 - Mar 2012||< 1|
|Teledraft Inc.||Tempe, AZ||Dec 2008 - Oct 2011||2|
|Block Financial, Inc.||Scottsdale, AZ||Mar 2007 - Oct 2011||4|
|Waddell & Reed, Inc.||Scottsdale, AZ||Nov 2010 - Jun 2011||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Scottsdale, AZ||Nov 2010 - Jun 2011||< 1|
|Menu-reader, Inc.||Denver, CO||Jan 2004 - Aug 2010||6|
|Amtrust Investment Services||Scottsdale, AZ||Nov 2007 - Nov 2008||1|
|Peak Securities Corporation||Largo, FL||Feb 2007 - Sep 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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