Paula Moore, financial advisor Davidson NC
90 score

Paula Moore

CRD 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.

Similar Advisors
Tony Montanari, financial advisor Davidson NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Similar Advisors
Robert Higgins, financial advisor Davidson NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Similar Advisors
Luther Lockwood II, financial advisor Davidson NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Professional Designations
Company Name Location Dates Years
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

Paula Moore has no recent exams reported.
Contact Info for Paula C. Moore
Phone Number: (704) 887-4969
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.