Charles Moore (CRD# 873685) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Macon, GA and has over 17 years of experience in the finance industry. Charles Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Macon, GA | Dec 2015 - Current | 8 |
| Ingleside Financial Group LLC | Macon, GA | May 2009 - Current | 14 |
| Voya Financial Advisors | Macon, GA | Sep 2014 - Dec 2015 | 1 |
| Ing Financial Partners, Inc. | Macon, GA | Oct 2010 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
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