Christopher Pollard

from Great Path Planning
SEC regulated
Regulated Investment Advisor
Christopher Pollard is a financial advisor based in New York, Goshen, with 16 years of experience. Christopher currently works for Great Path Planning. Christopher maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Christopher Pollard works at Great Path Planning
Great Path Planning is a financial advisory firm based in Goshen, New York. It currently has approximately $109,545,249 of assets under management and employs about 2 people. Great Path Planning uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
10 Matthews Street, Lower Level, Goshen, New York, 10924

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