Brian
Pollard
Captrust
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About this Advisor
Brian Pollard is a certified financial planner who works out of Raleigh, North Carolina with 7 years of relevant experience. Pollard works at Captrust. Their career trajectory has included roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Pollard has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Captrust is an advisory company operating out of Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It handles $715 billion in total assets between its 76,254 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 136 charitable organizations. Of its 76,254 accounts, 33% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice typically are based on the type of financial services offered. Fees billed by Captrust can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Brian Pollard Work History
Brian has been registered as a financial advisor for 7 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*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 Brian 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 Captrust
Sacramento, CA
Raleigh, NC
Bethlehem, PA
Raleigh, NC
Clarkston, MI
Raleigh, NC
Brentwood, TN
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
