Debra Pollock, financial advisor Richmond VA
96 score

Debra Pollock

CRD Number: 5451795
Current Firm: Suntrust Investment Services, Inc.

Debra Pollock (CRD# 5451795) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Richmond, VA and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2012 - Current 4
Suntrust Bank Richmond, VA Jul 2012 - Current 4
Ameriprise Financial Midlothian, VA Oct 2007 - Jun 2012 4
Unemployed Glen Allen, VA Aug 2007 - Oct 2007 < 1
Associated Bank Green Bay, WI Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Debra R. Pollock
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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