Christopher Pollard, financial advisor Montebello NY
96 score

Christopher Pollard

CRD Number: 5603384
Current Firm: Great Path Planning

Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Montebello, NY and has over 9 years of experience in the finance industry. Christopher Pollard 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
Usaa Financial Advisors, Inc. Highland Falls, NY Apr 2014 - Current 4
Usaa Financial Planning Services Highland Falls, NY Apr 2014 - Current 4
Regent Wealth Management Group Woodbridge, CT Sep 2012 - Apr 2014 1
First Command Financial Services, Inc. Fort Worth, TX Jun 2009 - Aug 2012 3
First Command Financial Planning, Inc. Fort Worth, TX Jun 2009 - Aug 2012 3
Hhc, 192d In Bde Ft Benning, GA Mar 2008 - Jun 2009 1
Hhc 192d In Bde Ft Benning, GA Mar 2007 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Christopher C. Pollard
Phone Number: 845-397-7284
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $153,246
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

NY, TX

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

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