Douglas Poling (CRD# 4482239) is an Investment Advisor Representative working at Poling Capital Management, LLC in Yorktown, IN and has over 22 years of experience in the finance industry.
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 1527215
Lincoln Investment
CRD# 2853542
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Poling Capital Mgmt | Muncie, IN | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- OH
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Total Assets Under Management3MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$624,546
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH, SC
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