Brooke Moore (CRD# 6377937) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sterling, VA and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Current | 3 |
Truist Investment Services, Inc. | Manassas, VA | Feb 2021 - Current | 3 |
Bb&t Securities, LLC | Manassas, VA | Jan 2018 - Feb 2021 | 3 |
Bbtis | Manassas, VA | May 2015 - Feb 2021 | 5 |
Unemployed | Leesburg, VA | Nov 2014 - May 2015 | < 1 |
Northwestern Mutual Life Insuranc Co | Milwaukee, WI | Sep 2014 - Nov 2014 | < 1 |
Northwestern Mutual Investment Services Inc. | Leesburg, VA | Sep 2014 - Nov 2014 | < 1 |
North Western Mutual | Reston, VA | Jun 2014 - Nov 2014 | < 1 |
James Madison University | Harrisonburg, VA | Aug 2012 - Aug 2014 | 2 |
Student | Harrisonburg, VA | Aug 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- VA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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