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Ramsey F. Brock

BROCK ASSET MANAGEMENT
Gilbert, AZ
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CRD#: 2961683
RB

Professional summary


Ramsey Fulton Brock is a registered financial advisor currently at BROCK ASSET MANAGEMENT located in Gilbert, Arizona.

Ramsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ramsey has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ramsey Fulton Brock's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 6, 2012 - Present

BROCK ASSET MANAGEMENT

RIA
CRD#: 116791
Gilbert, AZ
Past

October 24, 2002 - December 5, 2002

SCOTTSDALE CAPITAL ADVISORS CORP

RIA
CRD#: 118786
SCOTTSDALE, AZ
Past

October 16, 2002 - December 13, 2002

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
SCOTTSDALE AZ, AZ
Past

May 3, 2002 - September 13, 2002

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

June 30, 1998 - December 31, 2010

BROCK ASSET MANAGEMENT

RIA
CRD#: 116791
CHANDLER, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(1/6/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 6/4/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/10/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


BA
BROCK ASSET MANAGEMENT
BROCK ASSET MANAGEMENT | DBA 401-IRA COMPANY (FOR RETIREMENT PLANS) | BROCK ASSET MANAGEMENT, LLC

CRD#: 116791 / SEC#:

Arizona
Registered Investment Advisory firm - (1/6/2012 Approved)
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Contact information


Main Address
Gilbert, AZ
Mailing Address
4378 E Leroy St, Gilbert, AZ 85295
Phone number
(480) 820-0901
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts350
AUM (Assets Under Management)$ 60,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROCK ASSET MANAGEMENT

CRD#: 116791Gilbert, AZ

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