Kevin MoreeCRD Number: 1261164
Current Firm: Woodbury Financial Services, Inc.
Kevin Moree (CRD# 1261164) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Vero Beach, FL and has over 33 years of experience in the finance industry.
Lpl Financial LLC
Treasure Coast Financial Planning, Inc.
Nfp Advisor Services, LLC
|Woodbury Financial Services Inc.||Vero Beach, FL||Feb 2018 - Current||< 1|
|Lpl Financial LLC||Vero Beach, FL||Sep 2009 - Feb 2018||8|
|Mutual Service Corporation||Boynton Beach, FL||Sep 1995 - Sep 2009||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY