James Lynn Poer

Overview

James Lynn Poer is a registered representative and an investment adviser representative based in Austin, TX, with 31 years in the industry.

Years in the industry

31

States registered

1

Exams passed

6

Current firms

2

Contact

1 phone number on file

Registrations and licenses

• Registered in 1 state

• Series 24
• Series 63
• Series 65
• Series 7
• Series 99TO
• SIE

Every state, with registration and license dates

Firms

• Kestra Investment Services, LLCCurrent firm
• Kestra Advisory Services, LLCCurrent firm

Employment history since 1995

Book and practice

Firm assets under management on file