John Moore (CRD# 1198173) is an Investment Advisor Representative working at Equilibria Wealth Management, LLC in Odessa, TX and has over 40 years of experience in the finance industry.
CRD# 2534789
Mutual Of Omaha Investor Services, Inc.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gabrianna Llc Dba Gabrianna Realty | Katy, TX | Jul 2018 - Current | 5 |
| Equilibria Earth, Dba Fruit And Me | Katy, TX | Nov 2016 - Current | 7 |
| Equilibria Wealth Management, LLC | Katy, TX | May 2010 - Current | 13 |
| Cetera Advisor Networks LLC | Odessa, TX | Sep 2019 - Nov 2020 | 1 |
| Summit Financial Group Inc. | Odessa, TX | Aug 2015 - Nov 2020 | 5 |
| Summit Brokerage Services Inc. | Odessa, TX | Aug 2015 - Sep 2019 | 4 |
| Wells Fargo Advisors Financial Network LLC | Odessa, TX | May 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management126MILLIONS
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Total Number of Accounts226ACCOUNTS
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Average Account Value$559,118
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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