Joseph Polanski, financial advisor Flowery Branch GA

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 40 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Flowery Branch, GA Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Cetera Investment Advisers LLC Flowery Branch, GA Oct 2015 - Current 8
Summit Financial Group Inc. Flowery Branch, GA Apr 2016 - May 2021 5
Summit Brokerage Services Flowery Branch, GA Aug 2015 - Sep 2019 4
J P Turner & Company Capital Management, LLC Atlanta, GA Sep 2007 - Nov 2015 8
J.p. Turner & Company LLC Atlanta, GA Dec 2006 - Nov 2015 8
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph Polanski
Phone Number: 888-528-2987
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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, WY

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