Larry Poole
Larry Poole is a registered investment advisor at Capital Analysts, based in Lutz, FL, with 38 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
16241 N. Florida Ave, Lutz, FL, 33549
Get directionsHistory
Regulatory History (1)
Criminal
March 1979Other Business ActivitiesSells Insurance
Larry is the President of Insurance and Retirement Planning Inc, and 50% Owner and President of Poole Financial Services, Inc. Both companies provide access to life insurance, fixed annuities, and accident & health insurance to clients; Larry spends about 10-20% of his time on the latter.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Planmember Securities CorporationBroker
Ameritas Investment CORP.Broker
Woodbury Financial Services, INC.Broker
Fortis Investors, INC.Broker
Nwnl Management CorporationBroker
First American National Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.