Larry PooleCRD Number: 1178991
Current Firm: Lincoln Investment
Larry Poole (CRD# 1178991) is an Investment Advisor Representative working at Lincoln Investment in Monroe, NC and has over 34 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lincoln Investment Planning||Lutz, FL||Sep 2005 - Current||12|
|Poole Financial Services Inc.||Monroe, NC||Jun 2003 - Current||14|
|Helms Insurance Agency||Monroe, NC||Aug 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
- Criminal Record
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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