Brock Erwin (CRD# 6721668) is an Investment Advisor Representative working at Cleverinvesting LLC in Round Rock, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cleverinvesting LLC | Round Rock, TX | Sep 2016 - Current | 7 |
| Amazon | Seattle, WA | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- TX
- WA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$170,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX, WA
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