Joseph Polanski, financial advisor Flowery Branch GA
83 score

Joseph Polanski

CRD Number: 1099754
Current Firm: Cetera Investment Advisers LLC

Joseph Polanski (CRD# 1099754) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Flowery Branch, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial Group Inc. Flowery Branch, GA Apr 2016 - Current < 1
Summit Brokerage Services Flowery Branch, GA Aug 2015 - Current 1
J P Turner & Company Capital Management, LLC Atlanta, GA Sep 2007 - Current 9
J.p. Turner & Company LLC Atlanta, GA Dec 2006 - Current 10
Thomas Group Capital Atlanta, GA Jul 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph Polanski
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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
83

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