Patrick
Brock
Total Investment Management, Inc
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About this Advisor
Patrick Brock is a financial advisor based in Scottsdale, Arizona, working with Total Investment Management, Inc. Patrick has previously held positions at Total Investment Management, Inc and Southwest Airlines. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Patrick is part of Total Investment Management, Inc, which operates out of Scottsdale, Arizona. The firm has 2 offices and 10 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Total Investment Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Total Investment Management, Inc Brokerage Details
$1,196,259,533
10
2,170
$551,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Patrick Brock Work History
Total Investment Management, Inc
Southwest Airlines
Total Investment Management, Inc
Disclosures
Please visit the SEC profile of Patrick Brock 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 Total Investment Management, Inc
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Henderson, NV
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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