John A. Poole-Financial Advisor

Overview

John A. Poole-Financial Advisor is an independent, sole‑proprietorship advisory practice operating out of Tennessee. The firm serves individual and family clients and offers fee arrangements that combine a percentage of assets under management with hourly billing. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and the adviser also conducts insurance brokerage activities. The business is owned and run by an individual operator and is positioned as a small, client-focused RIA.

Assets & Accounts

Investments & Alternatives