Margie MorenoCRD Number: 4456993
Current Firm: Cuna Brokerage Services, Inc.
Margie Moreno (CRD# 4456993) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Live Oak, TX and has over 12 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Randolph Brooks Fcu||Live Oak, IA||Apr 2006 - Current||11|
|Cuna Brokerage Services, Inc.||Waverly, IA||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2005|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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, VT, WA, WI, WV