Robert MooreCRD Number: 1087246
Current Firm: Pensionmark Financial Group, LLC
Robert Moore (CRD# 1087246) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Duncansville, PA and has over 35 years of experience in the finance industry.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Pensionmark Securities, LLC||Duncansville, PA||Sep 2017 - Current||< 1|
|Pensionmark Financial Group, LLC||Santa Barbara, CA||Aug 2015 - Current||2|
|Lr Webber Associates Inc.||Duncansville, PA||Mar 1989 - Current||29|
|Capfinancial Securities, LLC||Raleigh, NC||Aug 2015 - Sep 2017||2|
|Lpl Financial, LLC||Duncansville, PA||Sep 2014 - Aug 2015||< 1|
|Independent Financial Partners||Duncansville, PA||Sep 2014 - Aug 2015||< 1|
|Two Point Royal, LLC||Duncansville, PA||Sep 2013 - Aug 2014||< 1|
|Financial Telesis Inc.||San Rafael, CA||Aug 2008 - Aug 2014||6|
|First United Methodist Church||Hollidaysburg, PA||Jan 2002 - Nov 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
Total Assets Under Management9,988MILLIONS
Total Number of Accounts3,170ACCOUNTS
Average Account Value$3,150,698
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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