Lionel Brock (CRD# 5994377) is an Investment Advisor Representative working at Lpl Financial LLC in Maumee, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Toledo, OH | Nov 2023 - Current | < 1 |
| United Healthcare | Cleveland, OH | Sep 2017 - Current | 6 |
| Make A Wish Regional Advisory Board | Maumee, OH | Mar 2017 - Current | 7 |
| Wealthwave | Maumee, OH | Apr 2020 - Nov 2023 | 3 |
| Netlaw | Lousiville, KY | Dec 2019 - Nov 2023 | 3 |
| Transamerica Financial Advisors, Inc. | Maumee, OH | Jan 2012 - Nov 2023 | 11 |
| World Financial Group, Inc. | Maumee, OH | Oct 2011 - Nov 2023 | 12 |
| Debtmerica | Santa Ana, CA | Mar 2012 - Feb 2023 | 10 |
| First Solar Inc. | Perrysburg, OH | Aug 2015 - Jan 2017 | 1 |
| Benefit Station Insurance | Toledo, OH | Dec 2014 - Oct 2015 | < 1 |
| Fedex | Perrysburg, OH | Jul 2015 - Sep 2015 | < 1 |
| University Of Toledo | Toledo, OH | Jun 2015 - Sep 2015 | < 1 |
| Omnicare Inc. | Perrysburg, OH | Aug 2013 - Nov 2014 | 1 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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