Monty Pollard, financial advisor Greenville NC
89 score

Monty Pollard

CRD Number: 6232538
Current Firm: Pnc Investments

Monty Pollard (CRD# 6232538) is an Investment Advisor Representative working at Pnc Investments in Greenville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Greenville, NC Apr 2015 - Current 1
Wells Fargo Advisors, LLC Greenville, NC Jul 2013 - Mar 2015 1
Unemployed Greenville, NC Dec 2012 - Jun 2013 < 1
Xerox Business Services Greenville, NC Jun 2008 - Nov 2012 4
Unemployed Greenville, NC Apr 2007 - May 2008 1
Sprint Charlotte, NC Aug 1979 - Mar 2007 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Monty R. Pollard
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NC
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
89
Clean Record
This advisor has a clean track record with regulators.

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