Larry Poole

Financial Advisor

Larry has over 35 years of personal financial planning experience. Larry has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Larry has worked very extensively with North Carolina School Employees in conducting a variety of different workshops built to address the financial issues that educators face today. Larry can help you create a financial plan, a personalized “roadmap” that may help you solve your financial problems and may achieve your short and long term financial goals. He will work one on one with you to understand your current financial situation and your financial goals. He will then design and help you implement a financial plan that is customized to your needs. Larry attended Wingate University where he received a degree in Business Management. He holds FINRA Series 6, 63, and 65 securities registrations. He also holds life, health, and long term care insurance license in North Carolina. For the past 29 years, Larry’s wife, Judy, has worked alongside him as his Administrative Assistant. As a financial professional, Larry can help you make decisions to help keep your plan on track and help you maximize your financial Resources throughout your lifetime.

Phone (704) 774-1452