Kristopher Moody (CRD# 5527753) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 11 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Boca Raton, FL | Jul 2011 - Current | 12 |
| Baron Silver Stevens | Boca Raton, FL | May 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- FL
- TX
-
Total Assets Under Management866MILLIONS
-
Total Number of Accounts1,644ACCOUNTS
-
Average Account Value$526,878
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, TX
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