Unclaimed Profile

Gregory James Mech

THE CAPROCK GROUP, INC.·BOISE, Idaho

Series 3, Series 7, Series 8, Series 63, Series 65Clean record38 years registeredTHE CAPROCK GROUP, INC.

800 WEST MAIN STREET, BOISE, ID 83702CRD# 730559Firm CRD# 124272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory James Mech · BOISE, ID

Registration

CRD #730559 · THE CAPROCK GROUP, INC. · 38 years registered

Brand Profile

Not yet started

Career History

THE CAPROCK GROUP, LLC

Mar 2013 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2004 – Mar 2011

LAGUNA HILLS, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 1988 – Oct 2004

LAGUNA HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · March 2, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CAPROCK GROUP, LLC

CRD 124272 · SEC 801-61642

AUM

$9.4B

Regulatory assets under management

Employees

386 client accounts

Services offered by THE CAPROCK GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE CAPROCK GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory James Mech offer?

Gregory James Mech specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Gregory James Mech's credentials?

Gregory James Mech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory James Mech located?

Gregory James Mech is based in BOISE, Idaho, working with THE CAPROCK GROUP, INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Gregory James Mech charge for services?

Gregory James Mech's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPROCK GROUP, INC.?

THE CAPROCK GROUP, INC. has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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