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About this Advisor
Brian Pollard is a certified financial planner operating out of Raleigh, North Carolina, with 12 years of professional experience. Pollard is an employee of Captrust. Their career trajectory has included roles at Usaa Financial Advisors, Inc, Northwestern Mutual Investment Services, LLC, Investment Professionals, Northwestern Mutual Life Insurance Company, Usaa Financial Planning Services, Capfinancial Securities, LLC and Captrust Financial Advisors. Pollard maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Captrust is an advisory business based out of Raleigh, North Carolina. The investment advisory business has offices in 34 locations and a total of 412 advisors. It has $274 billion in total assets between its 16,305 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 74 charities and foundations. Of its 16,305 client accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Captrust offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advisory services usually vary depending on which services are offered. Fees billed by Captrust likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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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 12 years of experience.
Capfinancial Securities, LLC
Captrust Financial Advisors
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Brian Pollard has no disclosures.
Please visit their SEC profile for more details.