Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lynn Poer is a financial advisor with over 25 years of experience in the financial services industry. James is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. James has a strong background in financial planning, portfolio management, and pension consulting. James holds the Series 7, Series 63, Series 65, Series 24, and Series 99TO licenses. James has a reputation for providing personalized financial advice and guidance to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
04/18/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
GA
02/05/2001 - 02/10/2003
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
06/15/2000 - 02/10/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
10/10/1997 - 05/31/2000
CUMMER/MOYERS SECURITIES, INC. (FORT WORTH TX)
TX
03/15/1995 - 08/12/1997
RHODES SECURITIES, INC. (FT WORTH TX)
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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