Danny Moore, financial advisor Atlanta GA

Danny Moore

CRD Number: 2662931
Current Firm: Epg Wealth Management LLC

Danny Moore (CRD# 2662931) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Epg Wealth Management LLC Atlanta, GA Jun 2019 - Current 4
Arkadios Capital Atlanta, GA Jan 2017 - Current 7
Dlm Financial Servies, Inc. Atlanta, GA Dec 2007 - Current 16
Acg Wealth Inc. Atlanta, GA Jul 2009 - Nov 2020 11
Triad Advisors, Inc. Norcross, GA May 2009 - Jan 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Danny L. Moore
Phone Number: 404-809-3680
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    482
    MILLIONS
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $431,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, NC, NE, NJ, NY, OR, SC, TN, TX, VA

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