Andrew PohlmanCRD Number: 4629023
Current Firm: Lpl Financial LLC
Andrew Pohlman (CRD# 4629023) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 15 years of experience in the finance industry.
Concert Wealth Management
Financial Plan, Inc.
Wells Fargo Advisors Financial Network, LLC
|Lpl Financial LLC||Lynden, WA||Oct 2014 - Current||3|
|Peoples Bank||Bellingham, WA||Oct 2014 - Oct 2014||< 1|
|Bank Of The Pacific||Bellingham, WA||Dec 2012 - Oct 2014||1|
|Elliott Cove Capital Management||Seattle, WA||Oct 2011 - Sep 2013||1|
|Whidbey Island Bank||Smokey Point, WA||Oct 2011 - Dec 2012||1|
|Washington Federal||Seattle, WA||Jan 2010 - Sep 2011||1|
|Lpl Financial||Bellington, WA||May 2008 - Sep 2010||2|
|Horizon Bank||Bellingham, WA||Jan 2008 - Dec 2009||1|
|Dfc Investor Services||Irvine, CA||Aug 2006 - Dec 2007||1|
|Whidbey Island Bank||Bellingham, WA||Jul 2004 - Dec 2007||3|
|Elliott Cove Capital Management LLC||Seattle, WA||Jul 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2015|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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