Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Francis Bock is an Investment Advisor Representative with Summit Portfolio Management LLC. Timothy has been in the industry for over 30 years, with experience in various financial services firms. Timothy holds Series 7, 24, and 63 licenses, and the Uniform Investment Adviser Law Examination (Series 65). Timothy currently holds licenses in California, Nevada, and Texas. Timothy specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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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2
NV
09/25/2019 - Present
Summit Portfolio Management LLC (Las Vegas NV)
NE
07/30/1994 - 09/03/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
01/31/1991 - 11/22/1994
OAK TREE SECURITIES, INC. (LIVERMORE CA)
NA
06/04/1990 - 12/31/1990
E.F. DALY FINANCIAL GROUP
TX
04/25/1989 - 06/05/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
11/03/1988 - 05/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
CA
08/18/1986 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
09/05/1984 - 09/08/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/23/1982 - 09/11/1984
MUNICICORP OF CALIFORNIA
IA
Issued 05/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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