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Brock Lowell McGlothin

Vicus Capital, Inc.

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About Brock Lowell McGlothin

Brock Lowell McGlothin is an investment advisor representative who has been in the industry since 2013. Brock is currently registered with Vicus Capital, Inc. and has a Series 6, Series 65 and SIE license. Brock has a wide range of experience, including work with Nationwide Securities, LLC, McGlothin Ins, Nationwide, and Vicus Capital, Inc.. Brock has previously provided services to individuals, high net worth individuals, corporations, and charitable organizations. Brock is based in Lancaster, Ohio and can be reached at Vicus Capital, Inc. in Lancaster or Dublin, Ohio.

Firm Information

Brock McGlothin is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brock McGlothin’s Registration & Firm History

OH

07/31/2019 - Present

Vicus Capital, Inc. (Lancaster OH)

OH

05/10/2013 - 08/07/2019

NATIONWIDE SECURITIES, LLC (Dublin OH)

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Licenses & Designations

IA

Issued 01/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brock Lowell McGlothin.
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