Charles Moore, financial advisor Bethesda MD

Charles Moore

CRD Number: 6162361
Current Firm: The Family Firm, Inc.

Charles Moore (CRD# 6162361) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has 1 year of experience in the finance industry. Charles Moore 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.

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Professional Designations
Company Name Location Dates Years
The Family Firm Bethesda, MD Dec 2014 - Current 9
The Family Firm Bethesda, MD Jan 2013 - Dec 2014 1

Charles Moore has no recent exams reported.
Contact Info for Charles A. Moore
Phone Number: 301-656-3999
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    705
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $767,827
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
Types of Clients
Registered States

CA, CO, DC, FL, MD, NY, TX, VA

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