Wendell BrockCRD Number: 2091129
Current Firm: Yield Financial Advisors
Wendell Brock (CRD# 2091129) is an Investment Advisor Representative working at Yield Financial Advisors in Mckinney, TX and has over 31 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|De Novo Strategy, Inc.||Mckinney, TX||Apr 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10MILLIONS
Total Number of Accounts59ACCOUNTS
Average Account Value$169,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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