Kim Moore, financial advisor San Antonio TX
96 score

Kim Moore

CRD Number: 1804113
Current Firm: Commonwealth Financial Network

Kim Moore (CRD# 1804113) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Business Financial Group San Antonio, TX Jun 2000 - Current 16
Commonwealth Financial Network Waltham, MA Jun 2000 - Current 16
Massachusetts Mutual Life Insurance Comp Springfield, MA Nov 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Contact Info for Kim J. Moore
Phone Number: 781-736-0700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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