Advisor at Rothrock Financial Group
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Firm
Rothrock Financial Group
Location
Fairport, NY 14450
Credentials
Series 63, Series 65
Industry experience
25 years
William Rothrock is the principal of Rothrock Financial Group in Fairport, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked with Brant Hickey & Associates since 2001, where he consults on structured settlements with attorneys and insurance companies. Outside of his advisory role, he oversees a consulting business focused on structured settlements and owns a rental business serving tenants with disabilities. Rothrock Financial Group advises plaintiff attorneys and their clients on settlement planning, including Medicaid and Medicare considerations, as well as 401(k) and retirement-plan analysis for legal practices. The firm employs a structured Guaranteed Needs Analysis and works primarily in a consultative, non-discretionary capacity.
0.5% annually based on the average daily balance of each quarter
2 Halstead Rise
Fairport, NY 14450
New York
Hold Brothers Capital, LLC
2020 - Present (6 years)
Greenrock Trading, Llc
2015 - Present (11 years)
Owner 3 Properties
2015 - Present (11 years)
Avatar Securities, Llc
2012 - 2019 (7 years)
Brant Hickey & Associates
2001 - Present (25 years)
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