Jeffrey Pollack (CRD# 6286014) is an Investment Advisor Representative working at Lpl Financial LLC in Calabasas, CA and has over 9 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Calabasas, CA | Jul 2021 - Current | 2 |
Prg & Associates, LLC | Calabasas, CA | Jan 2021 - Jul 2021 | < 1 |
Paul Gross | Sherman Oaks, CA | Oct 2017 - Jul 2021 | 3 |
Rotary Club Of Calabasas | Calabasas, CA | Aug 2015 - Jul 2021 | 5 |
Various Insurance Carriers For W&r Insurance Agencies | Newbury Park, CA | Oct 2014 - Jul 2021 | 6 |
Waddell & Reed, Inc. | Calabasas, CA | Jan 2014 - Jul 2021 | 7 |
Bni Producers Chapter | Canoga Park, CA | Oct 2016 - Apr 2019 | 2 |
Valley Women's Center | Canoga Park, CA | Aug 2016 - May 2017 | < 1 |
Adams, Ferrone And Ferrone | Westlake Village, CA | Dec 2008 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- CA
- CO
- DE
- FL
- ID
- IL
- TX
- UT
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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