David
Polhill
Benjamin F. Edwards & Company, Inc
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About this Advisor
David Polhill is a financial advisor based in Saint Charles, Illinois, working with Benjamin F. Edwards & Company, Inc. David has previously held positions at Pnc Investments, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Core Values Wealth Management LLC, David N. Polhill, Sole Proprietor, Benjamin F. Edwards, and Strategic Advisers LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, David is part of Benjamin F. Edwards & Company, Inc, which operates out of Saint Charles, Illinois. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$13,158,414,504
711
44,978
$292,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Polhill Work History
Benjamin F. Edwards
David N. Polhill, Sole Proprietor
Core Values Wealth Management LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Strategic Advisers LLC
Pnc Investments
Disclosures
Please visit the SEC profile of David Polhill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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