Brian Moody (CRD# 7370379) is an Investment Advisor Representative working at Oak Tree Financial Services, LLC in Huntsville, AL and has 1 year of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 5018599
Hightower Advisors, LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Tree Financial Services, LLC | Huntsville, AL | Nov 2021 - Current | < 1 |
| Lpl Financial, LLC | Huntsville, AL | Apr 2021 - Current | 1 |
| Oak Tree Financial Services, LLC | Huntsville, AL | May 2021 - Oct 2021 | < 1 |
| The Cutter Group, LLC | Huntsville, AL | Sep 2017 - May 2021 | 3 |
| Par Pharmaceuticals | Huntsville, AL | Jun 2014 - Sep 2017 | 3 |
| The University Of Alabama In Huntsville | Huntsville, AL | Sep 2014 - May 2016 | 1 |
| Birmingham-southern College | Birmingham, AL | Sep 2010 - May 2014 | 3 |
| Radio Shack | Birmingham, AL | Sep 2012 - Mar 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- AL
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$269,262
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, TX
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