Scott PooreCRD Number: 3067900
Current Firm: Wunderlich Securities, Inc.
Scott Poore (CRD# 3067900) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Memphis, TN and has over 8 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Wunderlich Securities, Inc.||Memphis, TN||May 2012 - Current||5|
|Morgan Keegan & Company, Inc.||Memphis, TN||May 1998 - May 2012||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- 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
- 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, VI, VT, WA, WI, WV