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John A. Poole Financial Advisor
JOHN A. POOLE-FINANCIAL ADVISOR is a state-registered investment adviser in HERMITAGE, TN. The firm manages approximately $20 million in regulatory assets.
Overview
JOHN A. POOLE-FINANCIAL ADVISOR is a state-registered investment adviser in HERMITAGE, TN. The firm manages approximately $20 million in regulatory assets. It is based in HERMITAGE, TN.
General information
Firm type
RIA
Principals
John A. Poole
Financial Advisor
Sector focus
Frequently asked questions
What is the firm's fee structure?
As a fee-only registered investment advisor, the firm charges clients based on a percentage of assets under management rather than commissions from product sales. This structure is disclosed in the firm's Form ADV filing with the SEC.
Where is John A. Poole Financial Advisor regulated?
The firm (SEC), a requirement for RIAs that manage over $25 million in client assets. The SEC's Investment Adviser Public Disclosure (IAPD) database lists the firm's current registration status.
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