Charles Moore (CRD# 2461592) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 30 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mooresville, NC | Dec 2017 - Current | 6 |
| Charles Moore Jr Ins Agcy | Mooresville, NC | Aug 1991 - Current | 32 |
| Nationwide Securities, Inc. | Mooresville, NC | Aug 2008 - Dec 2017 | 9 |
| Nationwide Advisory Services, Inc. | Mooresville, NC | Feb 1994 - Dec 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- NC
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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