Frank
Stock

Verus Capital Partners, LLC

CRD#2611343
Investment Advisor
in Mesa, AZ

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About this Advisor

Frank Stock is a financial advisor based in Mesa, Arizona, working with Verus Capital Partners, LLC. Frank has previously held positions at Securities America, Inc, Verus Capital Partners, LLC, and LPL Financial, LLC. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Frank is part of Verus Capital Partners, LLC, which operates out of Mesa, Arizona. The firm has 25 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Verus Capital Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14301 N 87Th St #307
Mesa, AZ 85206

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$1,564,473,891

AZ Average: $1,555,372,352
Total Number of Employees

49

AZ Average: 37
Total Number of Accounts

6,591

AZ Average: 1,370
Average Account Size

$237,365

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Frank Stock Work History

2020 - Present (4 years)

Lpl Financial, LLC

2011 - Present (13 years)

Verus Capital Partners, LLC

2011 - 2020 (9 years)

Secruities America, Inc

Disclosures

Please visit the SEC profile of Frank Stock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verus Capital Partners, LLC

Mark Tang
Mesa, AZ
Hilary Jones Rojo
Show Low, AZ
Marty Block
Mesa, AZ
Connor Flach
Glenelg, MD
Grant Starkey
San Marcos, CA
Yueh-Hwa Lee
Pasadena, CA
Kevin Phillips
Phoenix, AZ
Robyn Kreuer
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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