Christopher
Pollard
Great Path Planning
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About this Advisor
Christopher Pollard is a financial advisor based in Goshen, New York, working with Great Path Planning. Christopher has previously held positions at USAA Financial Advisors, Inc, USAA Financial Planning Services, and Great Path Planning. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Christopher is part of Great Path Planning, which operates out of Goshen, New York. The firm has one office and two employees. The firm manages assets totaling $113.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Great Path Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Path Planning Brokerage Details
$113,659,557
2
240
$473,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Christopher Pollard Work History
Great Path Planning
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Christopher Pollard 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 Great Path Planning
Goshen, NY
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