Khiem Polston, financial advisor Alpharetta GA
90 score

Khiem Polston

CRD Number: 6154856
Current Firm: Lpl Financial LLC

Khiem Polston (CRD# 6154856) is an Investment Advisor Representative working at Lpl Financial LLC in Alpharetta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Alpharetta, GA Feb 2013 - Current 3
Sullivan And Schlieman Wealth Management Alpharetta, GA Jan 2013 - Feb 2013 < 1
Affordable Bridal Buford, GA Feb 2007 - Jan 2013 5
A Divine Event Dunwoody, GA May 2012 - Sep 2012 < 1
Uga Athens, GA Aug 2008 - Dec 2011 3
Southwestern Co Nashville, TN May 2010 - Aug 2010 < 1
Collins Hill High School Suwanee, GA Aug 2004 - May 2008 3
Hollister Company Buford, GA Sep 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Khiem V. Polston
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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