JOHN A. POOLE-FINANCIAL ADVISOR
Firm details
- Headquarters
- HERMITAGE, Tennessee
- CRD number
- 141882
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John A. Poole-Financial Advisor is a single-owner, sole proprietorship advisory practice run by John A. Poole that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage activities, and charges clients on a percentage-of-AUM basis. The practice is small and narrowly focused on direct client relationships rather than institutional or multi-state mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities95%
- Exchange Traded Equities5%
Contacts
1 of 1JOHN POOLE
OwnerCRD 1854267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HERMITAGE, TN
DAVIDSON
Location
HERMITAGE, TN
Headquartered in HERMITAGE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 401 Bonnasprings Dr
- Time zone
- CT (UTC-6)
- Office locations
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