Justin Moyer (CRD# 6799201) is an Investment Advisor Representative working at Kwm Financial LLC in Porstmouth, NH and has over 7 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Kwm Financial Llc (formerly Kearsarge Wealth Management, Llc) | Portsmouth, NH | Apr 2017 - Current | 7 |
Southwest Airlines | Dallas, TX | Dec 2010 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- NH
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$129,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NH
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