Justin Poore, financial advisor Fresno CA
83 score

Justin Poore

CRD Number: 4535609
Current Firm: H.d. Vest Advisory Services, Inc.

Justin Poore (CRD# 4535609) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fresno, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
City Lindsay Lindsay, CA Jan 2016 - Current < 1
H.d.vest Advisory Services Fresno, CA Jun 2013 - Current 3
Education Fresno, CA Oct 2012 - Current 4
Justin R Poore Fresno, CA Oct 2012 - Current 4
Insurance Fresno, CA Oct 2012 - Current 4
H.d. Vest Investment Services Fresno, CA Sep 2012 - Current 4
H.d. Vest Insurance Fresno, CA Sep 2012 - Current 4
Justin Poore Fresno, CA Jan 2005 - Current 11
Sammons Securities Company, LLC Ann Arbor, MI Sep 2011 - Sep 2012 1
Genworth Financial Securities Corporation Schaumburg, IL Feb 2006 - Sep 2011 5
Genworth Financial Advisers Corporation Schaumburg, IL Aug 2008 - Jun 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jun 2013
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Justin R. Poore
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
83

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