Steven Pollock (CRD# 5250286) is an Investment Advisor Representative working at Pollock Planning Associates Inc. in Asheville, NC and has 1 year of experience in the finance industry. Steven Pollock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pollock Planning Associates Inc. | Collingswood, NJ | Jan 2001 - Current | 23 |
- NC
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts326ACCOUNTS
-
Average Account Value$469,724
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NJ, PA
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