Jason Moore (CRD# 2589788) is an Investment Advisor Representative working at Hicks Capital Management, LLC in Columbus, OH and has over 29 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2013 - Current | 11 |
| Hicks Capital Management, LLC | Columbus, OH | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- OH
-
Total Assets Under Management193MILLIONS
-
Total Number of Accounts530ACCOUNTS
-
Average Account Value$363,522
- 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
- Pension consulting services
FL, LA, OH, TX
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