Ross Pollard (CRD# 4487748) is an Investment Advisor Representative working at Breakwater Capital in Kalamazoo, MI and has over 22 years of experience in the finance industry. Ross 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# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Breakwater Capital | Kalamazooo, MI | May 2015 - Current | 8 |
| American Express Financial Advisors | Portage, MI | Dec 2001 - Current | 22 |
| Ids Life Insurance Company | Portage, MI | Dec 2001 - Current | 22 |
| Integrated Financial Planning | Kalamazoo, MI | Feb 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
- MI
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts445ACCOUNTS
-
Average Account Value$288,302
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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