Brock
Alvord

Farther

CRD#7629662
Investment Advisor
in San Francisco, CA

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About this Advisor

Brock Alvord is a financial advisor based in San Francisco, California, working with Farther. Brock has previously held positions at Coign Capital Advisors LLC, Brigham Young University, Church Of Jesus Christ Of Latter Day Saints, Timpanogos High School, Utah Valley University, and Farther Finance Advisors. Brock has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Brock is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Brock Alvord Work History

2023 - Present (1 year)

Farther Finance Advisors

2020 - 2023 (3 years)

Coign Capital Advisors LLC

2018 - 2020 (2 years)

Brigham Young University

2018 - 2021 (3 years)

Utah Valley University

2016 - 2018 (2 years)

Church Of Jesus Christ Of Latter Day Saints

2012 - 2016 (4 years)

Timpanogos High School

Disclosures

Please visit the SEC profile of Brock Alvord 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 Farther

Matthew Giller
Wilton, CT
Tyson Lokke
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV
Christian Pierce
Brooklyn, NY
Jonathon Mason
Cincinnati, OH
Darren Ting
San Francisco, CA
Roy Satterthwaite
San Francisco, CA
Robert Kelly
San Francisco, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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