Douglas Moe (CRD# 4209174) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Teamwork Financial Advisors LLC | San Antonio, TX | Aug 2012 - Current | 11 |
Questar Capital Corporation | Minneapolis, MN | Mar 2009 - Current | 15 |
Questar Asset Management | Minneapolis, MN | Mar 2009 - Current | 15 |
Moe And Lytton | San Antonio, TX | Feb 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S65 | NASAA Investment Advisors Law Examination | May 2009 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- TX
-
Total Assets Under Management654MILLIONS
-
Total Number of Accounts4,115ACCOUNTS
-
Average Account Value$158,825
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, KS, LA, NE, NM, OK, TX, VA, WA
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