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.

Similar Advisors
Jim David, financial advisor Bethesda MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
John Hensley, financial advisor Bethesda MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Similar Advisors
Nicholas Ibello, financial advisor Bethesda MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Professional Designations
Company Name Location Dates Years
The Family Firm Bethesda, MD Jan 2013 - Current 5
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


Ready to hire a financial advisor? Get competitive proposals from Charles Moore and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.