Steven Pollock is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 19 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an investment advisor representative (IAR) with Merit Financial Group LLC since 2020, providing investment advisory services. He also provides insurance advice and owns Reason Tax Group, LLC, dedicating about 10-20% of his time to tax preparation.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Reason Financial
LPL Financial LLC
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Reason Financial
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations12 states
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