Anthony PoolerCRD Number: 6168930
Current Firm: Park Avenue Securities LLC
Anthony Pooler (CRD# 6168930) is an Investment Advisor Representative working at Park Avenue Securities LLC in Louisville, KY and has over 4 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Guardian||Louisville, KY||Jun 2014 - Current||2|
|Park Ave Securities||Louisville, KY||Jun 2014 - Current||2|
|Guardian||Lexington, KY||Dec 2013 - Jun 2014||< 1|
|Park Ave Securities||Lexington, KY||Dec 2013 - Jun 2014||< 1|
|Ky Blue Blood Fin Group||Lexington, KY||Feb 2013 - Jun 2014||1|
|Oneamerica Securties||Lexington, KY||Aug 2013 - Nov 2013||< 1|
|Oneamerica Securities||Lexington, KY||Apr 2013 - Nov 2013||< 1|
|American United Life||Lexington, KY||Dec 2012 - Nov 2013||< 1|
|Sew-a-lot||Lexington, KY||Feb 2007 - Jun 2013||6|
|Whitaker Bank||Lexington, KY||May 2011 - Oct 2012||1|
|University Of Kentucky||Lexington, KY||Aug 2010 - Dec 2011||1|
|Bluegrass Community And Technical College||Lexington, KY||Aug 2007 - May 2010||2|
|Kentuckiana Food Service||Lexington, KY||May 2007 - Sep 2008||1|
|Jbm Envelope Company||Lebanon, OH||Mar 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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