Norman Poole Jr (CRD# 5702584) is an Investment Advisor Representative working at Money Poole...solutions For Life, LLC in Greenville, SC and has over 14 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Poole...solutions For Life, LLC | Greenville, SC | May 2011 - Current | 12 |
| Patient Financial Strategies | Louisville, KY | Jan 2019 - Jun 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- SC
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$187,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
SC
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