Lawrence Moskat, financial advisor Scottsdale AZ

Lawrence Moskat

CRD Number: 1125249
Current Firm: Retirement Income And Inheritance Advisors, LLC

Lawrence Moskat (CRD# 1125249) is an Investment Advisor Representative working at Retirement Income And Inheritance Advisors, LLC in Scottsdale, AZ and has over 39 years of experience in the finance industry. Lawrence Moskat 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
Retirement Income & Inheritance Advisors, LLC Scottsdale, AZ Mar 2009 - Current 13
Brotherton Investment Consultants, LLC Scottsdale, AZ Jan 2008 - Nov 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Lawrence J. Moskat
Phone Number: 480-556-7033
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ

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