Kirk Block, financial advisor Marvin NC

Kirk Block

CRD Number: 2429827
Current Firm: Block Wealth Management, Inc.

Kirk Block (CRD# 2429827) is an Investment Advisor Representative working at Block Wealth Management, Inc. in Marvin, NC and has over 30 years of experience in the finance industry. Kirk 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.

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Professional Designations
Company Name Location Dates Years
Block Wealth Management, Inc. Marvin, NC Jul 2019 - Current 4
Block Wealth Management, Inc. Charlotte, NC Apr 2018 - Jul 2019 1
Block Wealth Management, Inc. Lee, NH Feb 2008 - Apr 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
Contact Info for Kirk A. Block
Phone Number: 760-796-5550
Registered State(s):
  • CA
  • NC
  • TX
Current Firm Details
Block Wealth Management, Inc.
Firm's CRD Number: 146042
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $511,312
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, NC, TX

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