Steven Mooney (CRD# 7488094) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Parkersburg, WV and has over 2 years of experience in the finance industry.
CRD# 6975137
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5623767
Lpl Financial LLC
CRD# 2945411
Sam Badgley Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Parkersburg, WV | Oct 2023 - Current | < 1 |
| Truist Advisory Services, Inc, | Parkersburg, WV | Oct 2023 - Current | < 1 |
| Truist Advisory Services, Inc. | Parkersburg, WV | Apr 2022 - Oct 2023 | 1 |
| Truist Investment Services, Inc. | Parkersburg, WV | Dec 2021 - Oct 2023 | 1 |
| Healthnet Aeromedical | Charleston, WV | Mar 2021 - Oct 2021 | < 1 |
| Mvb Bank | Charleston, WV | Jul 2020 - Feb 2021 | < 1 |
| Ramsey Eye Care | Charleston, WV | Oct 2018 - Jul 2020 | 1 |
| Highland Hospital | Charleston, WV | Mar 2017 - Sep 2018 | 1 |
| Bb&t Bank | Charleston, WV | Mar 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- LA
- TX
- WV
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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