Margaret MooreCRD Number: 1430794
Current Firm: Sagepoint Financial, Inc.
Margaret Moore (CRD# 1430794) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Tempe, AZ and has over 21 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Apr 2009 - Current||8|
|Rg Capital Insurance Group LLC||Scottsdale, AZ||May 2005 - Oct 2010||5|
|Rg Capital Investment Advisory Services, LLC||Scottsdale, AZ||Sep 2004 - Oct 2010||6|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY