Vernon MoretCRD Number: 1344234
Current Firm: Securities America Advisors, Inc.
Vernon Moret (CRD# 1344234) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lafayette, LA and has over 32 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
Centaurus Financial, Inc.
|Securities America Inc.||Lafayette, LA||Oct 2013 - Current||4|
|Securities America Advisors||Lafayette, LA||Oct 2013 - Current||4|
|Wells Fargo Advisors Financial Network LLC||Lafayette, LA||May 2009 - Oct 2013||4|
|Wachovia Securities Financial Advisor||Lafayette, LA||Jun 2002 - May 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Jan 1993|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY