Raymond Bock (CRD# 2352345) is an Investment Advisor Representative working at Rockdale Financial Services, Inc. in Eatontown, NJ and has over 16 years of experience in the finance industry.
CRD# 3160155
Investment Partners Asset Management
CRD# 1039303
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2876442
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Honor Ridge Academy | Clark, NJ | Dec 2017 - Current | 6 |
| Cetera Advisors, LLC | Denver, CO | Jan 2004 - Current | 20 |
| Rockdale Financial Services, Inc. | Eatontown, NJ | May 1993 - Current | 31 |
| Cetera Advisors LLC | Denver, CO | Aug 2007 - Jan 2019 | 11 |
| Search Day Program | Ocean, NJ | Apr 2017 - Jul 2017 | < 1 |
| Hazlet Board Of Education | Hazlet, NJ | Oct 2016 - Mar 2017 | < 1 |
| Collier Services (collier H.s.) | Wickatunk, NJ | Aug 1987 - Oct 2016 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- FL
- NJ
- PA
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts398ACCOUNTS
-
Average Account Value$172,201
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, PA, TX
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