James Pollock, financial advisor Ann Arbor MI

James Pollock

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James K. Pollock
Phone Number: 734-929-2520
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $464,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI

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