Money Poole...solutions For Life, LLC

Money Poole...solutions For Life, LLC (CRD# 154987) is a financial advisory firm headquartered in , . They manage $13,846,261 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.moneypoole.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $187,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Money Poole...solutions For Life, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Norman Poole Jr, financial advisor Greenville SC
Norman A. Poole Jr
CRD#: 5702584
Greenville, SC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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