Robert Moore (CRD# 2445455) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 30 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | San Diego, CA | Nov 2020 - Current | 3 |
| Lpl Financial, LLC | San Diego, CA | Nov 2020 - Current | 3 |
| Unemployed | San Diego, CA | Jul 2020 - Oct 2020 | < 1 |
| Global Capital Insights, LLC | San Diego, CA | May 2016 - Jun 2020 | 4 |
| Mortgage Reit Investment Advisors, LLC | Chicago, IL | May 2019 - May 2020 | 1 |
| Unemployed | San Diego, CA | Mar 2019 - May 2019 | < 1 |
| Cetera Financial Group | San Diego, CA | Sep 2016 - Mar 2019 | 2 |
| Legal & General Investment Management America Inc. | Chicago, IL | Mar 2015 - Sep 2016 | 1 |
| Lpl Financial | San Diego, CA | Sep 2008 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1995 |
- CA
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Total Assets Under Management35,289MILLIONS
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Total Number of Accounts129,657ACCOUNTS
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Average Account Value$272,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- 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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