1St Global Advisors Inc
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About this Advisor
Steven Pollock is a certified financial planner working out of San Diego, California, who has been in the industry for 14 years. Pollock works at 1St Global Advisors Inc. Pollock has gained experience at Armstrong, Fisch, Tutoli, Sp Business Solutions, 1St Global Capital Corp, Rawdin-Baron Financial, Inc, 1St Global Advisors, Inc and 1St Global Insurance Services, Inc. Pollock holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. 1St Global Advisors Inc is a company that has its headquarters in San Diego, California. The company has offices in 436 locations and a total of 1,049 employees. It controls $10 billion in total assets between its 28,955 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 29 charities and foundations. Of its 28,955 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. 1St Global Advisors Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on the type of services provided. Fee types billed by 1St Global Advisors Inc likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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1St Global Advisors Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Pollock Work History
Steven has 14 years of experience.
Rawdin-Baron Financial, Inc
1St Global Advisors, Inc
1St Global Insurance Services, Inc
Armstrong, Fisch, Tutoli
1St Global Capital Corp
Sp Business Solutions
Steven Pollock has no disclosures.
Please visit their SEC profile for more details.