Advisor at Medical Funding Professionals
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Firm
Medical Funding Professionals
Location
Lake Tahoe, NV 89449-4470
Credentials
Series 63, Series 65
Industry experience
13 years
Stephen Brock is a financial advisor at Medical Funding Professionals with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PersonalMD Inc and as an independent advisor. Based in Lake Tahoe, NV, Brock specializes in providing consulting and capital-planning services to healthcare-related companies. Medical Funding Professionals offers business management consulting and capital-planning services to medical device, pharmaceutical, life sciences, biotechnology, and cannabis sector companies. The firm serves corporate and institutional clients through project-based engagements and does not manage individual investment portfolios or client assets.
Based on Medical Funding Professionals
Flat fee of $160,000 for CPVS™ program; additional $48,000 for SFS™ program
Minimum fee: Flat fee of $160,000 for CPVS™ program (paid in 16 non-refundable installments of $10,000 each) Fee-only: Flat fee consulting services; $160,000 for CPVS™ plus $48,000 additional for SFS™ program
297 Kingsbury Grade, Suite 203
Lake Tahoe, NV 89449-4470
Nevada
Medical Funding Professionals
2019 - Present (7 years)
PersonalMD Inc
2016 - 2020 (4 years)
Indpendent
2011 - 2016 (5 years)
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