Angela Moore (CRD# 7252985) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 3 years of experience in the finance industry.
CRD# 2868401
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2653243
Cambridge Investment Research Advisors, Inc.
CRD# 4493602
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planrock Investments LLC | Franklin, TN | Mar 2021 - Current | 3 |
| Compass Advisory Partners | Cookeville, TN | May 2020 - Mar 2021 | < 1 |
| Unemployed | Beechgrove, TN | Jun 2018 - May 2020 | 1 |
| University Of Findlay | Findlay, OH | Mar 2015 - Jun 2018 | 3 |
| Calvary Baptist Church | Findlay, OH | Jan 2007 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- TN
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$344,997
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
TN, TX
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