Phillip Polston (CRD# 3074094) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hoschton, GA and has over 25 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 1742325
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Santa Rosa, CA | Mar 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Roseville, CA | Oct 2017 - Current | 6 |
Wedbush Morgan Securities | Roseville, CA | Aug 2006 - Oct 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- CA
- GA
- TX
-
Total Assets Under Management414,380MILLIONS
-
Total Number of Accounts1,953,584ACCOUNTS
-
Average Account Value$212,113
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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