Frederick Block, financial advisor Norfolk VA
93 score

Frederick Block

CRD Number: 4530332
Current Firm: Kestra Advisory Services, LLC

Frederick Block (CRD# 4530332) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norfolk, VA and has over 15 years of experience in the finance industry.

Similar Advisors
Oscar Alvarez, financial advisor Norfolk VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
103
Similar Advisors
Jonathan Muhlendorf, financial advisor Norfolk VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Wayne Berry, financial advisor Norfolk VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Strategic Retirement Partners Shorewood, IL Jan 2016 - Current 2
Block Financial Group Norfolk, VA May 2009 - Current 8
Nfp Advisor Services, LLC Aliso Viejo, CA Aug 2014 - Apr 2016 1
401 (k) Advisors, Inc. Austin, TX Jul 2015 - Jan 2016 < 1
401(k) Advisors, Inc. Aliso Viejo, CA Oct 2014 - Jul 2015 < 1
Financial Telesis Inc. S, CA Oct 2013 - Aug 2014 < 1
Cadaret, Grant & Company, Inc. Norfolk, VA May 2009 - Oct 2013 4
Farmers Financial Solutions Virginia Beach, VA Apr 2002 - May 2009 7
Frederick J. Block Ins. Agency Virginia Beach, VA Jan 2002 - May 2009 7
Farmers Insurance Group Virginia Beach, VA Oct 2001 - May 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Frederick J. Block
Phone Number: 7374437101
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.