Adam Brock
Portefeuillebeheerder-Aandelen bij Patriot Investment Management Group, Inc.
Profiel
Mr. Adam K.
Brock is a Financial Advisor at Patriot Investment Management Group, Inc. He serves as a Planner, advising his clients in all areas of financial planning including investment management, asset allocation, estate planning, retirement planning, tax planning and insurance planning.
He joined the Patriot team in 2009 after serving for 18 years as Controller, Inventory Manager and as a member of the Investment Committee for Stowers Machinery; a Knoxville-based, family-owned Caterpillar Dealer.
Mr. Brock holds a Bachelor of Arts degree from the University of Virginia.
He is also a Certified Financial Planner, and he also holds the FINRA (Financial Industry Regulatory Authority) Series 65 license.
Actieve functies van Adam Brock
| Bedrijven | Functie | Begin |
|---|---|---|
Patriot Investment Management Group, Inc.
 Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Portefeuillebeheerder-Aandelen | 01-08-2009 |
Opleiding van Adam Brock
| University of Virginia | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Patriot Investment Management Group, Inc.
Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Finance |
