Herbert Moffett, financial advisor Killeen TX
93 score

Herbert Moffett

CRD Number: 2976381
Current Firm: Msi Financial Services, Inc.

Herbert Moffett (CRD# 2976381) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Killeen, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Harker Heights, TX Nov 1997 - Current 19
Metropolitan Life Insurance Company Harker Heights, TX Nov 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Herbert R. Moffett
Phone Number: 800-638-8378
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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