LP
LP

Lineo Poll

6 Years of Experience
1 DisclosureBroker

Lineo Poll is a registered investment advisor, based in Miami, FL, with 6 years of industry experience.

Location

201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2025
Final
Employment History
Current Registrations
Andbanc Brokerage, LLCBroker
February 2024 - Present · 2 yrs 2 mos
Andbanc Advisory LLC
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2005 - January 2008 · 2 yrs 6 mos
Citicorp Financial Services CorporationBroker
October 2003 - May 2005 · 1 yr 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lineo Poll - Financial Advisor | TrueAdvisor