Paula MooreCRD Number: 5996819
Current Firm: Dolan Capital Advisors, Inc.
Paula Moore (CRD# 5996819) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Davidson, NC and has 1 year of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Pcm Wealth Management Consulting, LLC||Charlotte, NC||Jun 2016 - Current||1|
|Dolan Capital Advisors||Charlotte, NC||Jun 2016 - Current||1|
|Davidson Capital||Davidson, NC||Jun 2011 - Apr 2016||4|
|Sterling Stamos Capital Management||Charlotte, NC||Sep 2010 - Jun 2011||< 1|
|Unemployed||Davidson, NC||May 2007 - Aug 2010||3|
|Cybus Capital Markets, LLC||Des Moines, IA||Sep 2004 - Apr 2007||2|
Total Assets Under Management3MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$272,699
- 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