Patrick Moore, financial advisor Fredericksburg TX

Patrick Moore

CRD Number: 2691683
Current Firm: Private Group Wealth Management, LLC

Patrick Moore (CRD# 2691683) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Fredericksburg, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Patrick L. Moore, Cpa Fredericksburg, TX Jul 2005 - Current 18
Private Group Wealth Management, LLC Corpus Christi, TX May 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
Contact Info for Patrick L. Moore
Phone Number: 361-442-5105
Firm Website: http://www.pgwm.net
Registered State(s):
  • TX
Current Firm Details
Private Group Wealth Management, LLC
Firm's CRD Number: 118231
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $428,571
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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