Debra PollockCRD Number: 5451795
Current Firm: Suntrust Advisory Services, Inc.
Debra Pollock (CRD# 5451795) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Richmond, VA and has over 9 years of experience in the finance industry. Debra Pollock 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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2012 - Current||5|
|Suntrust Bank||Richmond, VA||Jul 2012 - Current||5|
|Ameriprise Financial||Midlothian, VA||Oct 2007 - Jun 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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