Gregory Poe (CRD# 6218386) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 3 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.