Brian Moon (CRD# 4232771) is an Investment Advisor Representative working at Toro Bravo Investment Advisors, LLC in Amarillo, TX and has over 23 years of experience in the finance industry.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joe's Pizza And Pasta | Amarillo, TX | Feb 2023 - Current | 1 |
| Toro Bravo Investment Advisors, LLC | Plainview, TX | Mar 2018 - Current | 6 |
| Crown Capital Securities, LP | Plainview, TX | Mar 2018 - Current | 6 |
| Scf Securities, Inc. | Plainview, TX | Jul 2012 - Mar 2018 | 5 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jul 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$80,894
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
TX
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