Gregory MooreCRD Number: 3147461
Current Firm: Level Four Advisory Services
Gregory Moore (CRD# 3147461) is an Investment Advisor Representative working at Level Four Advisory Services in Lubbock, TX and has over 19 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Lpl Financial LLC||Lubbock, TX||Nov 2012 - Current||5|
|Level Four Advisory Services||Lubbock, TX||May 2010 - Current||8|
|Mason, Warner & Co P.c.||Lubbock, TX||Sep 1977 - Current||40|
|Lincoln Financial Securities Corporation||Lubbock, TX||Jul 2008 - Nov 2012||4|
|Greg Moore||Lubbock, TX||Jan 2002 - Nov 2012||10|
|Mwc Advisors, L.c.||Lubbock, TX||Jul 1999 - May 2010||10|
|Jefferson Pilot Securities Corp||Lubbock, TX||Nov 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management2,211MILLIONS
Total Number of Accounts7,794ACCOUNTS
Average Account Value$283,717
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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