Deborah Moen, financial advisor Brooksville FL

Deborah Moen

CRD Number: 4911053
Current Firm: Truist Advisory Services, Inc.

Deborah Moen (CRD# 4911053) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Broksville, FL Jan 2018 - Current 6
Truist Advisory Services, Inc. Brooksville, FL Sep 2016 - Current 7
Suntrust Investment Services, Inc. Brooksville, FL Feb 2005 - Jan 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Deborah J. Moen
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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