![Simon Block, financial advisor Atlanta GA](/img/ws/profile-blank-sq.png)
Simon Block (CRD# 6387620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
![Riley Stephenson, financial advisor Atlanta GA](/img/ws/profile-blank-sq.png)
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Atlanta, GA | Jun 2019 - Current | 5 |
Cetera Investment Serivices LLC | St Cloud, MN | Jun 2019 - Current | 5 |
Global Atlantic | Topeka, KS | Feb 2019 - Current | 5 |
Foresters Advisory Services LLC | Atlanta, GA | Jul 2018 - Jun 2019 | < 1 |
Foresters Financial Services | Atlanta, GA | Feb 2015 - Jun 2019 | 4 |
First Investors | Atlanta, GA | Aug 2014 - Feb 2015 | < 1 |
Kennesaw State University | Kennesaw, GA | May 2013 - Jul 2014 | 1 |
Ascent Promotions | Atlanta, GA | Apr 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2014 |
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- GA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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