Susan Pollard, financial advisor Middlefield CT
93 score

Susan Pollard

CRD Number: 2998418
Current Firm: Primerica Advisors

Susan Pollard (CRD# 2998418) is an Investment Advisor Representative working at Primerica Advisors in Middlefield, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Finanacial Services Middlefield, CT Mar 1997 - Current 19
Pfs Investments Inc. Middlefield, CT Dec 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Susan L. Pollard
Phone Number: 800-544-5445
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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