Douglas Moore (CRD# 4824758) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broker Dealer Financial Services | West Des Moines, IA | Oct 2013 - Current | 10 |
| Financial Counseling, Inc. | Springboro, OH | Aug 2000 - Current | 23 |
- OH
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts693ACCOUNTS
-
Average Account Value$129,971
- 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
- Selection of other advisers (including private fund managers)
OH
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