Gregory Poe (CRD# 6218386) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 4 years of experience in the finance industry.
CRD# 3082789
Parsec Financial Management, Inc.
Score
96
CRD# 2548835
Wells Fargo Advisors, LLC
Score
96
CRD# 1072874
Valmark Advisers, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2013 - Current | 4 |
| Gardner-webb University | Boiling Springs, NC | Sep 2008 - Jul 2013 | 4 |
| Morganton Public Library | Morganton, NC | Oct 2007 - Aug 2008 | < 1 |
| Allied Security Services/united Special Police | Morganton, NC | Sep 2007 - May 2008 | < 1 |
| International Mission Board | Richmond, VA | Jun 2005 - Jun 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- NC
-
Total Assets Under Management140,424MILLIONS
-
Total Number of Accounts777,048ACCOUNTS
-
Average Account Value$180,715
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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