James
Pollack
Foundations Investment Advisors LLC
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About this Advisor
James Pollack is a financial advisor operating out of Birmingham, Michigan who has 3 years of relevant experience. Pollack is on the advisory team at Foundations Investment Advisors LLC. Over the course of their career, Pollack has held roles at Foundations Investment Advisors LLC, Detroit Financial and Glp And Associates. Pollack holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Michigan and Texas. Foundations Investment Advisors LLC is a financial advisory firm based in Phoenix, AZ. It has offices in 85 locations and a total of 229 financial advisors. It controls $4 billion in assets among its 34,273 accounts, placing it among the largest firms in the United States by assets under management. The firm serves one charities and foundations. Of its 34,273 customer accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. Foundations Investment Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services are provided. However, fee types charged by Foundations Investment Advisors LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Pollack Work History
James has been registered as a financial advisor for 3 years.*
Foundations Investment Advisors LLC
Detroit Financial
Glp And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Pollack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Wayzata, MN
Plymouth, MA
Phoenix, AZ
Sarasota, FL
Moultonborough, NH
Warren, ME
Phoenix, AZ
Phoenix, AZ
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