Kenneth Moore (CRD# 4193243) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 22 years of experience in the finance industry. Kenneth Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 6162753
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global View Investment Advisors, LLC | Greenville, SC | Oct 2007 - Current | 15 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2004 - Current | 18 |
| Global View, LLC | Greenville, SC | Sep 2004 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management382MILLIONS
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Total Number of Accounts1,516ACCOUNTS
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Average Account Value$251,652
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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)
- Educational seminars/workshops
GA, NC, SC, TX
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