James PollockCRD Number: 2382028
Current Firm: Pollock Investment Advisors, LLC
James Pollock (CRD# 2382028) is an Investment Advisor Representative working at Pollock Investment Advisors, LLC in Ann Arbor, MI and has over 28 years of experience in the finance industry.
Savant Wealth Management
Strategic Blueprint, LLC
|Thomas Mcdonald Partners, LLC||Ann Harbor, MI||Aug 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Jul 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management293MILLIONS
Total Number of Accounts630ACCOUNTS
Average Account Value$464,677
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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