Mary MooreCRD Number: 4524628
Current Firm: Armstrong, Fleming & Moore, Inc.
Mary Moore (CRD# 4524628) is an Investment Advisor Representative working at Armstrong, Fleming & Moore, Inc. in Washington, DC and has over 14 years of experience in the finance industry. Mary Moore 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Commonwealth Financial Network||Waltham, MA||Jul 2009 - Current||8|
|Armstrong, Fleming & Moore, Inc.||Washington, DC||Jul 2005 - Current||12|
|Fsc Securities Corporation||Atlanta, GA||Feb 2003 - Jul 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2003|
Total Assets Under Management505MILLIONS
Total Number of Accounts277ACCOUNTS
Average Account Value$1,821,830
- 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
- Publication of periodicals or newsletters
CA, DC, FL, MA, MD, NC, NH, NY, PA, SC, TX, VA
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