Robert Moore, financial advisor Duncansville PA
93 score

Robert Moore

CRD 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 33 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Financial Group, LLC Santa Barbara, CA Aug 2015 - Current 1
Capfinancial Securities, LLC Raleigh, NC Aug 2015 - Current 1
Lr Webber Associates Inc. Duncansville, PA Mar 1989 - Current 27
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
Contact Info for Robert L. Moore
Phone Number: 888-201-5488
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    8,080
    MILLIONS
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $3,174,995
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA

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

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