Richard MoffettCRD Number: 6047411
Current Firm: Pnc Investments
Richard Moffett (CRD# 6047411) is an Investment Advisor Representative working at Pnc Investments in Easton, MD and has over 4 years of experience in the finance industry.
Summit Financial Group Inc.
Jsk Financial Services, LLC
Nfp Advisor Services, LLC
|Pnc Investments LLC||Easton, MD||Jul 2015 - Current||2|
|Pnc Bank||Pittsburgh, PA||May 2013 - Current||4|
|Pnc Investments||Pittsburgh, PA||May 2013 - Jul 2015||2|
|Bank Of America, N.a.||Ocean City, MD||Dec 2012 - May 2013||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Ocean City, MD||May 2012 - May 2013||1|
|Creative Wealth Management||Ocean City, MD||Feb 2012 - Apr 2012||< 1|
|Salisbury University||Salisbury, MD||Dec 2011 - Feb 2012||< 1|
|Merrill Lynch||Ocean City, MD||Sep 2011 - Dec 2011||< 1|
|Salisbury University||Salisbury, MD||Aug 2011 - Sep 2011||< 1|
|Bausum And Duckett||Salisbury, MD||May 2011 - Aug 2011||< 1|
|Salisbury University||Salisbury, MD||Aug 2010 - May 2011||< 1|
|Maryland Presbyterian Home||Towson, MD||Jun 2010 - Aug 2010||< 1|
|Salisbury University||Salisbury, MD||Aug 2008 - Jun 2010||1|
|Hereford High School||Hereford, MD||Sep 2005 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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