Lillian MooreCRD Number: 5282308
Current Firm: Morgan Stanley
Lillian Moore (CRD# 5282308) is an Investment Advisor Representative working at Morgan Stanley in Lexington, KY and has over 10 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Morgan Stanley||Lexington, KY||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Lexington, KY||Jan 2007 - Jun 2009||2|
|Preston Osborne Marketing Com||Lexington, KY||Mar 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV