John Moody, financial advisor Ocala FL
93 score

John Moody

CRD Number: 5474822
Current Firm: Ocala Capital, LLC

John Moody (CRD# 5474822) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ocala Capital, LLC Ocala, FL May 2016 - Current < 1
Regulus Advisors, LLC Kentwood, MI Jan 2014 - Current 2
Regal Investment Advisors Kentwood, MI Feb 2011 - Current 5
Moody Financial Group Lady Lake, FL Mar 2010 - Current 6
American Portfolios Lady Lake, FL Mar 2010 - Jan 2014 3
Brookstone Securities, Inc. Lakeland, FL Oct 2009 - Apr 2010 < 1
J.w. Cole Financial, Inc. Tampa, FL Jan 2008 - Nov 2009 1
Central Florida Wealth Management Ocala, FL Jun 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for John M. Moody
Phone Number: 352-369-0014
Firm Website: http://ocalacapital.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $50,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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