Kyle Moore, financial advisor Roanoke VA
90 score

Kyle Moore

CRD Number: 6150781
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kyle Moore (CRD# 6150781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 3 years of experience in the finance industry.

Similar Advisors
Ezra Amiss, financial advisor Roanoke VA
Ezra C. Amiss
CRD# 4449131
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Vance Barrett, financial advisor Roanoke VA
Vance C. Barrett
CRD# 3205521
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Stephen Bowery, financial advisor Roanoke VA
Stephen J. Bowery
CRD# 1893325
Virginia Capital Strategies
Score
96
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke, VA Jul 2014 - Current 2
Vanguard Charlotte, NC Jan 2013 - Jul 2014 1
Virginia Tech Blacksburg, VA Aug 2009 - Dec 2012 3
Best Buy Christiansburg, VA Apr 2008 - Dec 2012 4
Student Hattiesburg, MS Jul 2003 - Apr 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kyle J. Moore
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kyle Moore and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.