Cody Moore (CRD# 6863749) is an Investment Advisor Representative working at Eagle Strategies LLC in Indian Land, SC and has over 5 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Leander, TX | Apr 2022 - Current | 2 |
| Nylife Securities LLC | Shreveport, LA | Jan 2018 - Current | 6 |
| New York Life Insurance Company | Shreveport, LA | Sep 2017 - Current | 6 |
| Uop Honeywell | Shreveport, LA | Nov 2012 - Oct 2017 | 4 |
| University Of Massachuettes Online | Lowell, MA | May 2016 - Jul 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- SC
- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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