Byron Brock (CRD# 7443609) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 2 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | South Lyon, MI | Dec 2021 - Current | 2 |
| Self Employed | South Lyon, MI | Jun 2021 - Current | 2 |
| Minth Automotive Group | Wixom, MI | Jan 2021 - May 2021 | < 1 |
| Bartech | Southfield, MI | May 2016 - Dec 2020 | 4 |
| Faurecia Automotive - Contract Engineer | Auburn Hills, MI | Apr 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IN
- MI
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$334,608
- 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
- Selection of other advisers (including private fund managers)
CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX
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