Keith Bock
Keith Bock is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Meridian Centre, Suite 315, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith holds a power of attorney for a business associate and was the executor of an estate from 2018 to 2021. These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations33 states
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