Michael Moore, financial advisor Oak Harbor WA

Michael Moore

CRD Number: 2095080
Current Firm: Peak Investments

Michael Moore (CRD# 2095080) is an Investment Advisor Representative working at Peak Investments in Oak Harbor, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Retirment Income Planners Oak Harbor, WA Jan 2015 - Current 8
Michael Dean Moore Dba Peak Investments Oak Harbor, WA Jun 1997 - Current 25
Self Employed Spring, TX Jan 1982 - Jan 2015 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Michael D. Moore
Phone Number: 888-795-4015
Registered State(s):
  • WA
Current Firm Details
Peak Investments
Firm's CRD Number: 115632
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $394,375
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, WA

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