Frederick Block, financial advisor Virginia Beach VA

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 Virginia Beach, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Virginia Beach, VA Apr 2016 - Current 7
Kestra Investment Services, LLC Virginia Beach, VA Aug 2014 - Current 9
Block Financial Group Virginia Beach, VA May 2009 - Current 14
Strategic Retirement Partners Shorewood, IL Jan 2016 - Jan 2019 3
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
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: 8445537872
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WY

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