Doni Mooberry, financial advisor Lawrence  KS

Doni Mooberry

CRD Number: 2833542
Current Firm: Mooberry Financial Management, LLC

Doni Mooberry (CRD# 2833542) is an Investment Advisor Representative working at Mooberry Financial Management, LLC in Lawrence , KS and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Isc Advisors, Inc. Dallas, TX May 2013 - Current 10
Institutional Securities Corp Dallas, TX Jun 2009 - Current 14
Mooberry Financial Mangement LLC Lawrence, KS Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for Doni L. Mooberry
Phone Number: 785-842-6662
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

KS

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