Axa Advisors, LLC
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About this Advisor
Teresa Brock is a financial advisor who works in San Diego, California, who has been in the industry for 10 years. Brock is an employee of Axa Advisors, LLC. Over the course of their career, they have held roles at W. Quillen Securities, Scottsdale Capital Advisors, Bma Securities, Spencer Edwards, Inc, Axa Advisors, LLC, Flexible Plan Investments, Benjamin & Jerold Brokerage, LLC, American Income Life and Bill Slattery & Associates. Brock holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Axa Advisors, LLC is a registered investment business headquartered in San Diego, California. It has offices in 844 locations and a total of 5,774 people on staff. It handles $15 billion in total assets across its 52,116 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 67 charities and foundations. Of its 52,116 accounts, 34% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Axa Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Axa Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Axa Advisors, LLC Brokerage Details
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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
- Educational seminars/workshops
Teresa Brock Work History
Teresa has 10 years of experience.
Axa Advisors, LLC
Benjamin & Jerold Brokerage, LLC
Flexible Plan Investments
American Income Life
Spencer Edwards, Inc
Scottsdale Capital Advisors
W. Quillen Securities
Bill Slattery & Associates
Teresa Brock has disclosures.
Please visit their SEC profile for more details.