Derek Moore (CRD# 2497873) is an Investment Advisor Representative working at Zega Financial, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zega Financial, LLC | Ellicot City, MD | Jan 2014 - Current | 10 |
| Tradesurfer | Scottsdale, AZ | May 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- AZ
- TX
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Total Assets Under Management2,610MILLIONS
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Total Number of Accounts1,781ACCOUNTS
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Average Account Value$1,465,370
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI
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