Kristopher MoodyCRD Number: 5527753
Current Firm: Baron Silver Stevens Financial Advisors, LLC
Kristopher Moody (CRD# 5527753) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Royal Alliance Associates, Inc.,||Boca Raton, FL||Jul 2011 - Current||6|
|Baron Silver Stevens||Boca Raton, FL||May 2011 - Current||7|
|Firstmerit Advisors, Inc.||Akron, OH||Jan 2010 - Apr 2011||1|
|Firstmerit Financial Services, Inc.||Akron, OH||Jan 2010 - Apr 2011||1|
|Firstmerit Investments||Akron, OH||Apr 2008 - Apr 2011||3|
|Invest Financial Corporation||Akron, OH||Aug 2009 - Jan 2010||< 1|
|Firstmerit Bank||Akron, OH||Sep 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management331MILLIONS
Total Number of Accounts856ACCOUNTS
Average Account Value$386,731
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, LA, NC, NJ, NY, PA
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