Stephen MooreCRD Number: 4452188
Current Firm: 1st Global Advisors Inc.
Stephen Moore (CRD# 4452188) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Lafayette, LA and has over 16 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Kcsc Financial Services, LLC||Lafayette, LA||Jan 2012 - Current||5|
|1st Global Advisors, Inc.||Lafayette, LA||Nov 2002 - Current||15|
|1st Global Insurance Services, Inc.||Lafayette, LA||Aug 2002 - Current||15|
|1st Global Capital Corp.||Lafayette, LA||Oct 2001 - Current||16|
|Stephen R. Moore, Jr., Apac||Lafayette, LA||Sep 1986 - Jan 2012||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, VI, VT, WA, WI, WV