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James Lynn Poer

HICKORY ASSET MANAGEMENT, INC.·CONCORD, Ohio
Clean recordHICKORY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Lynn Poer is a registered financial advisor based in CONCORD, Ohio, affiliated with HICKORY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HICKORY ASSET MANAGEMENT, INC.
HICKORY ASSET MANAGEMENT, INC.
AUM
$225M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HICKORY ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1983357
Firm CRD# 167955
View on FINRA BrokerCheck →

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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.

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
Advisor Fees in OhioNational Fee Analysis
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