Robert MoirCRD Number: 4554221
Current Firm: Valic Financial Advisors, Inc.
Robert Moir (CRD# 4554221) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 14 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Aig Valic||Harrisburg, PA||Oct 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV