Marty BlockCRD Number: 3189305
Current Firm: Verus Capital Partners, LLC
Marty Block (CRD# 3189305) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Securities America Inc.||Scottsdale, AZ||Mar 2013 - Current||4|
|Verus Capital Partners, LLC||Scottsdale, AZ||Mar 2013 - Current||4|
|Bank Of America,na||Scottsdale, AZ||Dec 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Scottsdale, AZ||Feb 1999 - Mar 2013||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management178MILLIONS
Total Number of Accounts1,750ACCOUNTS
Average Account Value$101,443
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI