Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Goshen, NY and has over 15 years of experience in the finance industry. Christopher Pollard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 1255649
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Path Planning | Goshen, NY | Sep 2016 - Current | 7 |
| Usaa Financial Advisors, Inc. | Highland Falls, NY | Apr 2014 - Jul 2016 | 2 |
| Usaa Financial Planning Services | Highland Falls, NY | Apr 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- NY
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$473,581
- 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
- Educational seminars/workshops
NY, TX
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