Anthony Pooler, financial advisor Lexington KY

Anthony Pooler

CRD Number: 6168930
Current Firm: Park Avenue Securities LLC

Anthony Pooler (CRD# 6168930) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lexington, KY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Louisville, KY Jun 2014 - Current 9
Park Ave Securities Louisville, KY Jun 2014 - Current 9
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Anthony L. Pooler
Phone Number: 1-888-600-4667
Registered State(s):
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MD
  • NC
  • ND
  • OH
  • OK
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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