Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jock? Claim Your ProfileJock Williams Bovington is a financial advisor with over 40 years of experience in the financial services industry. Jock has been registered with LPL Financial LLC since August 2023. Prior to that, Jock was associated with Cetera Advisor Networks LLC from January 1990 until September 2023. Jock has held various licenses and registrations throughout his career, including Series 7, 24, 63, and 66. Jock currently offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jock also offers educational seminars to clients. Jock has a strong track record of providing clients with personalized financial advice and investment management services. Jock is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
08/31/2023 - Present
LPL Financial LLC (Helena MT)
MT
01/04/1990 - 09/05/2023
CETERA ADVISOR NETWORKS LLC (HELENA MT)
NA
11/22/1988 - 12/31/1989
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
07/13/1983 - 11/29/1988
G. T. MURRAY & CO.
BOTH
Issued 05/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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