Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Tyler Pollard is a financial advisor with LPL Financial LLC, based in Anniston, Alabama. Jacob Tyler Pollard is registered with the state of Alabama and has a Series 6, 7, and SIE licenses. Jacob Tyler Pollard has been in the financial industry since 2010. Prior to joining LPL Financial LLC, Jacob Tyler Pollard was with Simon Markets LLC, Investment Professionals, Inc., BB&T Investment Services, Inc., BBVA Securities Inc., and Pruco Securities, LLC. Jacob Tyler Pollard provides financial planning, portfolio management for businesses and individuals, and other consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
03/30/2023 - Present
LPL Financial LLC (ANNISTON AL)
AL
02/10/2022 - 05/25/2022
SIMON MARKETS LLC (Birmingham AL)
AL
06/12/2020 - 01/04/2021
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
05/23/2016 - 06/15/2018
INVESTMENT PROFESSIONALS, INC. (CULLMAN AL)
AL
12/15/2014 - 05/06/2016
BB&T INVESTMENT SERVICES, INC. (SPRINGVILLE AL)
AL
12/17/2013 - 03/26/2014
BBVA SECURITIES INC. (JACKSONVILLE AL)
AL
03/14/2012 - 12/03/2013
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
04/13/2010 - 01/19/2012
METLIFE SECURITIES INC. (BIRMINGHAM AL)
BC
Issued 04/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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