Rial Moulton (CRD# 2173845) is an Investment Advisor Representative working at Moulton Wealth Management, Inc. in Spokane Valley, WA and has over 32 years of experience in the finance industry. Rial Moulton 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# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moulton Wealth Management, Inc. | Spokane, WA | Jun 2019 - Current | 4 |
| Moulton Realty | Spokane, WA | Jan 2012 - Current | 12 |
| Moulton Wealth Management, Inc. | Spokane, WA | Feb 2008 - Current | 16 |
| Rtps Income Tax Preperation, Inc. | Spokane, WA | Jan 2008 - Current | 16 |
| Rial Moulton, Sole Proprietor | Spokane, WA | Nov 2002 - Current | 21 |
| Cetera Advisors LLC | El Segundo, CA | Feb 2012 - May 2020 | 8 |
| Moulton Law | Spokane, WA | Feb 1992 - Dec 2018 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- ID
- LA
- TX
- WA
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Total Assets Under Management137MILLIONS
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Total Number of Accounts565ACCOUNTS
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Average Account Value$243,105
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, ID, LA, TX, WA
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