Chase Pollard, financial advisor Brea CA
90 score

Chase Pollard

CRD Number: 5973215
Current Firm: Charles Schwab & Company, Inc.

Chase Pollard (CRD# 5973215) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brea, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Brea, CA Aug 2011 - Current 5
Charles Schwab Bank Brea, CA Aug 2011 - Current 5
Global Tour Golf Vista, CA May 2009 - Aug 2011 2
Arizona State University Tempe, AZ Aug 2007 - May 2011 3
4 Wheels Service + Logistik Gmbh Dusseldorf, May 2010 - Aug 2010 < 1
La Jolla Bank Mission Viejo, CA May 2008 - Dec 2008 < 1
It's A Grind Coffee House Mission Viejo, CA Sep 2006 - Aug 2007 < 1
Tesoro High School Las Flores, CA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Chase B. Pollard
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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