Jacob Pollard is a registered investment advisor at LPL Financial LLC, based in Oxford, AL, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1707 Hillyer Robinson Pkwy, Ste A, Oxford, AL, 36203
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business Activities
Jacob is a business owner of P&L Facility LLC and J. Pollard Group LLC, dedicating a few hours per week to each. He also uses J. Pollard Group LLC as a DBA for his LPL business, spending full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Simon Markets LLCBroker
LPL Financial LLCBroker
Investment Professionals, INC.Broker
Bb&t Investment Services, INC.Broker
Bbva Securities INC.Broker
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.