Kathleen Moore, financial advisor Cherry Hill NJ
93 score

Kathleen Moore

CRD Number: 2972911
Current Firm: Next Financial Group, Inc.

Kathleen Moore (CRD# 2972911) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cherry Hill, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Cinnaminson, NJ Jan 2007 - Current 9
Capital Planning Institute Cinnaminson, NJ Jun 1983 - Jan 2007 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
Contact Info for Kathleen M. Moore
Phone Number: 713-789-7122
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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