Kenneth Moore (CRD# 7558948) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has 1 year of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Core Wealth Advisors, Inc. | Lakeland, FL | Jun 2019 - Current | 4 |
Florida Southern College | Lakeland, FL | Aug 2016 - May 2021 | 4 |
Cla (cliftonlarsonallen) | Tampa, FL | Jan 2019 - Apr 2019 | < 1 |
Land South Management | Lakeland, FL | Oct 2017 - Dec 2018 | 1 |
The First National Bank | Wiscasset, ME | Jun 2016 - Aug 2017 | 1 |
The Bank Of Maine/camden National Bank | Pittston, ME | Nov 2014 - Jun 2016 | 1 |
Gardiner Area High School | Gardiner, ME | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- FL
-
Total Assets Under Management506MILLIONS
-
Total Number of Accounts936ACCOUNTS
-
Average Account Value$541,054
- 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
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, NY, PA, TN, TX
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