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James Lynn Poer

HICKORY ASSET MANAGEMENT, INC.·CONCORD, Ohio
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredHICKORY ASSET MANAGEMENT, INC.
9930 JOHNNYCAKE RIDGE ROAD, CONCORD, OH 44060CRD# 1983357Firm CRD# 167955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Lynn Poer · CONCORD, OH
Registration
CRD #1983357 · HICKORY ASSET MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

KESTRA ADVISORY SERVICES, LLC
Apr 2016 – present
NFP ADVISOR SERVICES, LLC
Feb 2003 – Sep 2016
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
Registration record
First registered · February 5, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HICKORY ASSET MANAGEMENT, INC.
CRD 167955 · SEC 801-78647
AUM
$225M
Regulatory assets under management
Employees
3
782 client accounts
Services offered by HICKORY ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HICKORY ASSET MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does James Lynn Poer offer?
James Lynn Poer specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Ohio for a consultation.
What are James Lynn Poer's credentials?
James Lynn Poer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lynn Poer located?
James Lynn Poer is based in CONCORD, Ohio, working with HICKORY ASSET MANAGEMENT, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does James Lynn Poer charge for services?
James Lynn Poer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HICKORY ASSET MANAGEMENT, INC.?
HICKORY ASSET MANAGEMENT, INC. has approximately 3 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HICKORY ASSET MANAGEMENT, INC.

Ryan Robert Robaugh
CONCORD, OH
Daniel Gilbert Lescoezec
CONCORD, OH

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Nearby cities in Ohio
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