Bonnie Moseley (CRD# 3005074) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Fort Worth, TX and has over 26 years of experience in the finance industry. Bonnie Moseley 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | Fort Worth, TX | Dec 2018 - Current | 5 |
| Labrum Wealth Management, LLC | Fort Worth, TX | Jul 2015 - Mar 2019 | 3 |
| Sbr Financial Group | San Diego, CA | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- CA
- TX
-
Total Assets Under Management978MILLIONS
-
Total Number of Accounts1,002ACCOUNTS
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Average Account Value$975,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, HI, IA, IL, IN, LA, MI, NE, NM, OH, OR, TN, TX, UT, VA, WI
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