Alex Moss (CRD# 6313486) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Alex Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Signaturefd | Atlanta, GA | Jan 2020 - Current | 4 |
Signaturefd | Atlanta, GA | Apr 2018 - Jan 2020 | 1 |
Pnc Investment LLC | Pittsburgh, PA | May 2016 - Apr 2018 | 1 |
Pnc Investments | Charlotte, PA | Aug 2015 - May 2016 | < 1 |
Ubs Financial Services Inc. | Charlotte, NC | Sep 2014 - Jul 2015 | < 1 |
Signator Investors Inc. | Charlotte, NC | May 2014 - Sep 2014 | < 1 |
Dobi Financial Group, LLC | Cornelius, NC | Jan 2014 - May 2014 | < 1 |
Unc Charlotte Housing And Residence Life | Charlotte, NC | Aug 2012 - May 2014 | 1 |
Unc Charlotte | Charlotte, NC | Aug 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- GA
- NC
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Total Assets Under Management7,246MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$734,044
- A percentage of assets under your management
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- Pension consulting services
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