Phillip Polston, financial advisor Hoschton GA

Phillip Polston

CRD Number: 3074094
Current Firm: Ameriprise Financial Services, LLC

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.

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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
Contact Info for Phillip W. Polston
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, 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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