Keith Moored (CRD# 2467610) is an Investment Advisor Representative working at Twenty First Investors in Bonita Springs, FL and has over 30 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twenty First Investors | Elkton, VA | Mar 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- VA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$900,000
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
VA
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