Charles Moore, financial advisor Macon GA
86 score

Charles Moore

CRD Number: 873685
Current Firm: Lincoln Financial Advisors Corporation

Charles Moore (CRD# 873685) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Macon, GA and has over 10 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Macon, GA Dec 2015 - Current 1
Ingleside Financial Group LLC Macon, GA May 2009 - Current 7
Voya Financial Advisors Macon, GA Sep 2014 - Dec 2015 1
Ing Financial Partners, Inc. Macon, GA Oct 2010 - Sep 2014 3
Securities America Advisors, Inc. Macon, GA Jan 2004 - Oct 2010 6
Securities America, Inc. Macon, GA Jan 2004 - Oct 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles M. Moore
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
86

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