First Move Financial, LLC

First Move Financial, LLC (CRD# 289880) is a financial advisory firm headquartered in , . They manage $7,421,555 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.firstmovefinancial.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $98,954
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at First Move Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donnie Carpenter, financial advisor The Woodlands TX
Donnie J. Carpenter
CRD#: 5232483
The Woodlands, TX

Donnie Carpenter (CRD# 5232483) is an Investment Advisor Representative working at First Move Financial, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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