Larry Poole

Investment Adviser Representative at Lincoln Investment Planning

Larry Poole, CRES, is an experienced financial professional with over 35 years in personal financial planning. Currently serving as an Investment Adviser Representative at Lincoln Investment since August 2005, Larry provides advisory services in collaboration with Capital Analysts and Lincoln Investment, ensuring compliance with FINRA and SIPC regulations. Additionally, since March 2002, Larry has also worked as a Financial Advisor at Robinson & Associates, where expertise in tax-deferred savings plans and the North Carolina State Retirement program for public school employees is leveraged. Larry's educational background includes studies at Wingate University.

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Lincoln Investment Planning

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Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.


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501-1,000

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