Gregory Hock (CRD# 4629004) is an Investment Advisor Representative working at Enlightened Finance LLC in Morgan Hill, CA and has over 17 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enlightened Finance LLC | Palo Alto, CA | May 2018 - Current | 5 |
| Cssc Brokerage Services, Inc. | Morgan Hill, CA | Mar 2007 - Current | 17 |
| Dikaios Group LLC | Palo Alto, CA | Jun 2006 - Current | 17 |
| Cssc Investment Advisory Services, Inc. | Morgan Hill, CA | Apr 2006 - Current | 18 |
| Self Employed Accountant | Morgan Hill, CA | Jul 1987 - Current | 36 |
| Hock Company LLP | Palo Alto, CA | Apr 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- CA
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$324,992
- 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
- Pension consulting services
CA, FL, IN, MI, TX
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