Shane Moore, financial advisor El Segundo CA
88 score

Shane Moore

CRD Number: 6103403
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Shane Moore (CRD# 6103403) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in El Segundo, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation El Segundo, CA Mar 2015 - Current 1
Waddell & Reed Inc. Pasadena, CA Oct 2014 - Mar 2015 < 1
Unemployed Los Angeles, CA Jan 2014 - Oct 2014 < 1
National Planning Corporation Santa Monica, CA Aug 2012 - Jan 2014 1
Unemployed Los Angeles, CA Jan 2003 - Aug 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Shane L. Moore
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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