Christopher Moore, financial advisor San Rafael CA

Christopher Moore

CRD Number: 6536527
Current Firm: Fiduciary Financial Group, LLC

Christopher Moore (CRD# 6536527) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Financial Group, LLC San Rafael, CA Mar 2021 - Current 3
Fiduciary Financial Group San Rafael, CA Jan 2021 - Mar 2021 < 1
Unemployed Boise, ID Oct 2020 - Dec 2020 < 1
Rw Investment Management Llc Dba Rw Investment Management Boise, ID Aug 2017 - Sep 2020 3
Rathbone Warwick Investment Management Boise, ID Sep 2016 - Aug 2017 < 1
Full Time Student Idaho Falls, ID Aug 2006 - Aug 2017 11
Wells Fargo Advisors Boise, ID Jan 2015 - Jul 2016 1
Idaho Treatment Group Idaho Falls, ID May 2014 - Aug 2014 < 1
Morrison Center For The Performing Arts Boise, ID Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Christopher J. Moore
Phone Number: 415-352-1100
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    545
    MILLIONS
  • Total Number of Accounts
    1,029
    ACCOUNTS
  • Average Account Value
    $529,224
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, CO, ID, NH, NM, NV, NY, OR, TX, WA

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