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# 1072874
Valmark Advisers, Inc.
Score
96
CRD# 1248393
Edward Jones
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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- NC
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Total Assets Under Management262,473MILLIONS
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Total Number of Accounts2,049,107ACCOUNTS
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Average Account Value$128,091
- 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, WY
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