Kenneth
Bock
Mutual Advisors, LLC
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About this Advisor
Kenneth Bock is a financial advisor based in Thousand Oaks, California, working with Mutual Advisors, LLC. Kenneth has previously held positions at Mutual Securities, Inc, Professional Planning, and Mutual Advisors, LLC. Kenneth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Kenneth is part of Mutual Advisors, LLC, which operates out of Thousand Oaks, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. 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, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
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
- Other
Kenneth Bock Work History
Mutual Advisors, LLC
Mutual Securities, Inc
Professional Planning
Disclosures
Please visit the SEC profile of Kenneth Bock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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