Stephen Poll, financial advisor Columbus OH

Stephen Poll

CRD Number: 6782711
Current Firm: Securities America Advisors, Inc.

Stephen Poll (CRD# 6782711) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Columbus, OH Jul 2020 - Current < 1
Securities America Advisors, Inc. Columbus, OH Jul 2020 - Current < 1
Clay Financial Perrysburg, OH Jan 2019 - Current 1
Investacorp Miami, FL Jan 2019 - Jul 2020 1
Ohio University Athens, OH Aug 2015 - Dec 2018 3
Ohio University Athens, OH Aug 2015 - Dec 2018 3
Lifetime Financial Growth, LLC Columbus, OH May 2018 - Jul 2018 < 1
Cambridge Investment Research Fairfield, IA May 2017 - Aug 2017 < 1
Treu House Of Munch Perrysburg, OH May 2016 - Jan 2017 < 1
Mashas Buckeyes Perrysburg, OH Jul 2013 - Dec 2016 3
Perrysburh High School Perrysburg, OH Jan 2008 - Jun 2015 7
Hot Head Burritos Perrysburg, OH Dec 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Stephen F. Poll
Phone Number: 402-399-9111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    29,025
    MILLIONS
  • Total Number of Accounts
    184,356
    ACCOUNTS
  • Average Account Value
    $157,439
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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