BM
BM

Brock Lowell Mcglothin

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Loading...

Location

110 North Columbus Street, Suite 107, Lancaster, OH, 43130

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brock is appointed to sell life, fixed, property, and casualty insurance products through McGlothin Insurance since 2011, dedicating full-time hours to this activity. He also spends minimal time per week with McGlothin Real Estate Group LLC and Midwest Freedom Alliance, which are not investment related.

Employment History
Current Registrations
Vicus Capital, INC.
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Nationwide Securities, LLC
January 2018 - August 2019 · 1 yr 7 mos
Nationwide Securities, LLCBroker
May 2013 - August 2019 · 6 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.