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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brock? Claim Your ProfileBrock Williamson is a financial advisor with Promontory Financial Planning, LLC. Brock is a Certified Financial Planner, and has been in the industry since 2004. He is registered with the state of Utah, Colorado, Idaho, California, and Texas. Brock's office is located in Farmington, Utah. Brock's firm manages over $280 million for 570 clients. Promontory Financial Planning, LLC focuses on providing financial planning, portfolio management for individuals and businesses, and other services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
07/17/2015 - Present
Promontory Financial Planning, LLC (FARMINGTON UT)
IA
Issued 12/03/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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