Monty PollardCRD 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.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|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|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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