Eric Pol (CRD# 3238127) is an Investment Advisor Representative working at Cuso Financial Services in Gainesville, VA and has over 24 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Mar 2021 - Current | 3 |
| Apple Federal Credit Union | Manassas, VA | Mar 2021 - Current | 3 |
| Edward Jones | St.louis, MO | Aug 2019 - Jan 2021 | 1 |
| Charles Schwab & Company, Inc. | Tysons Corner, VA | Mar 2016 - Aug 2019 | 3 |
| Charles Schwab Bank | Tysons Corner, VA | Mar 2016 - Aug 2019 | 3 |
| Suntrust Bank | Washington, DC | Jun 2015 - Mar 2016 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jun 2015 - Mar 2016 | < 1 |
| Scottrade | Miami, FL | Jul 2000 - Jun 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- VA
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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