David Polhill, financial advisor Glen Ellyn IL
83 score

David Polhill

CRD Number: 6108934
Current Firm: Pnc Investments

David Polhill (CRD# 6108934) is an Investment Advisor Representative working at Pnc Investments in Glen Ellyn, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Wheaton, IL Apr 2014 - Current 3
Morgan Stanley Lisle, IL Aug 2012 - Apr 2014 1
Bmo Harris Bank Na Plainfield, IL Mar 2011 - Jul 2012 1
Tcf Bank Plainfield, IL Nov 2010 - Feb 2011 < 1
Na Na, IL Jun 2010 - Nov 2010 < 1
Bosley Orlando, FL May 2008 - May 2010 2
University Of Illinois Urbana, IL Dec 2007 - May 2008 < 1
Bosley Chicago, IL Oct 2005 - Dec 2007 2
Self Employed Aurora, IL Mar 1993 - Oct 2005 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for David N. Polhill
Phone Number: (630) 914-0770
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83
Verified Page
Data verified by both the advisor and the public regulatory data.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.