John
Poor

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4263666
Investment Advisor
in Kansas City, MO
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About this Advisor

John Poor is a financial advisor based in Kansas City, Missouri, with 15 years in the industry. Poor is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. They have been with Merrill Lynch, Pierce, Fenner & Smith Inc for their whole career. Poor holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Florida, Missouri, Texas, Georgia, Kansas and Nebraska. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in Kansas City, Missouri. The investment advisory business has offices in 2,958 locations and a total of 40,146 people on staff. It oversees $820 billion in assets under management among its 2,272,151 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on the type of services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4801 Main St
Kansas City, MO 64112

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

MO Average: $7,464,549,021
Total Number of Employees

40,146

MO Average: 88
Total Number of Accounts

2,272,151

MO Average: 3,892
Average Account Size

$360,815

MO Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

John Poor Work History

John has 15 years of experience.

2003 - Present (16 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

John Poor has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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