Jeffrey HockenbrockCRD Number: 4480398
Current Firm: Interserv, LLC
Jeffrey Hockenbrock (CRD# 4480398) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 10 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|Interserv, LLC||Mobile, AL||Jul 2014 - Current||3|
|Verisight, Inc.||Folsom, CA||Jul 2006 - Current||11|
|Advisory Consulting Group, LLC||Folsom, CA||Mar 2007 - Dec 2012||5|
|Capital Analysts Inc.||Radnor, PA||Apr 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Total Assets Under Management865MILLIONS
Total Number of Accounts1,109ACCOUNTS
Average Account Value$779,826
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, KS, MD, MO, OH, PA, TX
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