Andrew Pohlman, financial advisor Bellingham WA
93 score

Andrew Pohlman

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lynden, WA Oct 2014 - Current 2
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
Contact Info for Andrew S. Pohlman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
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
93
Clean Record
This advisor has a clean track record with regulators.

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