Jeffrey
Poling
Ingham Retirement Group
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About this Advisor
Jeffrey Poling is a financial advisor based out of Brentwood, Tennessee with 1 year of industry experience. Poling is an advisor for Ingham Retirement Group. Poling has gained experience at Proequities, Inc and Trpc Advisory Services. Poling maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Florida, Maryland, New York, North Carolina, Tennessee and Texas. Ingham Retirement Group is a financial advisory firm based out of Miami, FL. It handles $2 billion in assets under management between its 1,106 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 1,106 accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the type of financial services. However, fees charged by Ingham Retirement Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ingham Retirement Group Brokerage Details
$2,001,384,434
25
1,106
$1,809,570
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Poling Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Trpc Advisory Services
Proequities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Poling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ingham Retirement Group
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Brentwood, TN
Miami, FL
Miami, FL
Miami, FL
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