Thomas Moore, financial advisor Robinson IL

Thomas Moore

CRD Number: 2559735
Current Firm: Kcpag Financial Advisors LLC

Thomas Moore (CRD# 2559735) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 29 years of experience in the finance industry. Thomas Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kemper Capital Management LLC Robinson, IL May 2000 - Current 23
Kcpag Insurance Services LLC Robinson, IL May 2000 - Current 23
Kcpag Financial Advisors LLC Robinson, IL Aug 1998 - Current 25
Kemper Cpa Group LLC Robinson, IL Dec 1987 - Current 36
Securities America Inc. Robinson, IL Sep 2005 - May 2019 13
Kcpag Brokerage LLC Robinson, IL May 2000 - May 2019 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Thomas A. Moore
Phone Number: 618-544-4993
Registered State(s):
  • GA
  • IL
  • IN
  • LA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $40,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL, IN, KY, LA, MO, TN, TX

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