Anthony PoolerCRD 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 5 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Guardian||Louisville, KY||Jun 2014 - Current||3|
|Park Ave Securities||Louisville, KY||Jun 2014 - Current||3|
|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|
|Oneamerica Securties||Lexington, KY||Aug 2013 - Nov 2013||< 1|
|Oneamerica Securities||Lexington, KY||Apr 2013 - Nov 2013||< 1|
|American United Life||Lexington, KY||Dec 2012 - Nov 2013||< 1|
|Sew-a-lot||Lexington, KY||Feb 2007 - Jun 2013||6|
|Whitaker Bank||Lexington, KY||May 2011 - Oct 2012||1|
|University Of Kentucky||Lexington, KY||Aug 2010 - Dec 2011||1|
|Bluegrass Community And Technical College||Lexington, KY||Aug 2007 - May 2010||2|
|Kentuckiana Food Service||Lexington, KY||May 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management2,821MILLIONS
Total Number of Accounts15,391ACCOUNTS
Average Account Value$183,263
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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