Carlos Polanco-RojasCRD Number: 7050578
Current Firm: Howard Capital Management, Inc.
Carlos Polanco-Rojas (CRD# 7050578) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 4 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Howard Capital Management||Roswell, GA||Apr 2019 - Current||3|
|Unemployed||Norcross, GA||Dec 2018 - Mar 2019||< 1|
|Georgia State University||Atlanta, GA||Aug 2018 - Nov 2018||< 1|
|Georgia State University||Atlanta, GA||May 2013 - Nov 2018||5|
|Covenant Christian Academy||Cumming, GA||May 2011 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management5,507MILLIONS
Total Number of Accounts12,399ACCOUNTS
Average Account Value$444,134
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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