Robert Moore (CRD# 2094190) is an Investment Advisor Representative working at Sgl Financial, LLC in Norman, OK and has over 33 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Financial Advisory Services, LLC | Norman, OK | Oct 2013 - Current | 10 |
| Moore Tax And Financial Services | Norman, OK | Aug 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
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Total Assets Under Management214MILLIONS
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Total Number of Accounts1,524ACCOUNTS
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Average Account Value$140,448
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
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