linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Paul Bock

Captrust

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Paul Bock

Edward Paul Bock is a financial advisor with Captrust. Edward has been in the financial services industry since 1999 and holds licenses and certifications in Series 6, 7, 63, and 66. Edward has been with Captrust since 2013 and is based in Akron, Ohio.

Firm Information

Edward Bock is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Bock’s Registration & Firm History

OH

02/02/2023 - Present

Captrust (AKRON OH)

MA

01/09/2001 - 12/31/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

NA

12/15/1986 - 08/29/1988

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Not sure if Edward Paul Bock is right for you?

Licenses & Designations

BOTH

Issued 12/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Paul Bock.
Not sure if Edward Paul Bock is right for you?