Charles Moore, financial advisor Bethesda MD
90 score

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 Jan 2013 - Current 3
The Family Firm Bethesda, MD Jan 2010 - Jan 2013 3
Unemployed Chatham, VA Aug 2009 - Dec 2009 < 1
Student Blacksburg, VA Jan 2003 - Jul 2009 6
West End Market Blacksburg, VA Sep 2008 - Nov 2008 < 1
Usaa San Antonio, TX Jun 2008 - Aug 2008 < 1
West End Market Blacksburg, VA Mar 2006 - Feb 2008 1
Old Dutch Market Chatham, VA Jun 2006 - Aug 2006 < 1

Charles Moore has no recent exams reported.
Contact Info for Charles A. Moore
Phone Number: 301-656-3999
Registered State(s):
  • MD
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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