AdvisorOS Directory
Claim Profile
DP

Donald Edward Pollard

CREDIT VALUE PARTNERS, LLC·SARASOTA, Florida
Unclaimed Profile
1990 MAIN STREET, SARASOTA, FL 34236CRD# 1072884Firm CRD# 154625
01

About

Donald Edward Pollard is a registered financial advisor based in SARASOTA, Florida, affiliated with CREDIT VALUE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CREDIT VALUE PARTNERS, LLC
CREDIT VALUE PARTNERS, LLC
AUM
$162M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CREDIT VALUE PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF DRAWN INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 1072884
Firm CRD# 154625
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SARASOTA?

Browse all registered financial advisors in SARASOTA, Florida or claim this profile if it's yours.

Browse SARASOTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donald Edward Pollard offer?
Donald Edward Pollard specializes in Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Donald Edward Pollard's credentials?
Donald Edward Pollard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Edward Pollard located?
Donald Edward Pollard is based in SARASOTA, Florida, working with CREDIT VALUE PARTNERS, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Donald Edward Pollard charge for services?
Donald Edward Pollard's firm is compensated through percentage of aum, performance-based fees, other: a percentage of drawn invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDIT VALUE PARTNERS, LLC?
CREDIT VALUE PARTNERS, LLC has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile