Money Matters With Ken Moraif

Money Matters With Ken Moraif (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $2,905,604,115 in 15,613 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,906
    MILLION
  • Total Number of Accounts
    15,613
    ACCOUNTS
  • Average Account Value
    $186,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Money Matters With Ken Moraif
Showing 1 - 10 of 38 top financial advisors.
1
Natalie L. Chandler
CRD#: 4547547
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Natalie Chandler (CRD# 4547547) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 15 years of experience in the finance industry. Natalie Chandler 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.

2
Julianne Cruz
CRD#: 1217012
5850 Canoga Avenue, Suite 400, El Segundo, CA 90245
96
Wealthminder
score

Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Money Matters With Ken Moraif in El Segundo, CA and has over 32 years of experience in the finance industry. Julianne Cruz 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.

3
Joseph A. Dowdall
CRD#: 4974823
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Joseph Dowdall (CRD# 4974823) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 12 years of experience in the finance industry. Joseph Dowdall 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.

4
Elias R. Dragon
CRD#: 2022048
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Elias Dragon (CRD# 2022048) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 27 years of experience in the finance industry. Elias Dragon 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.

5
Charles D. Dyer
CRD#: 2753350
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Charles Dyer (CRD# 2753350) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 21 years of experience in the finance industry. Charles Dyer 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.

6
Ross D. Emmer
CRD#: 2771690
14050 N. 83rd Ave, Suite 290, Unit #11, Peoria, AZ 85381
96
Wealthminder
score

Ross Emmer (CRD# 2771690) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Peoria, AZ and has over 21 years of experience in the finance industry. Ross Emmer 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.

7
Philip J. Floyd
CRD#: 4356937
305 W. Bethel Road, Coppell, TX 75019
96
Wealthminder
score

Philip Floyd (CRD# 4356937) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Coppell, TX and has over 16 years of experience in the finance industry. Philip Floyd 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.

8
Clark C. Hatton
CRD#: 2894723
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Clark Hatton (CRD# 2894723) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 20 years of experience in the finance industry. Clark Hatton 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.

9
Clifford T. Kwan
CRD#: 4482210
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Clifford Kwan (CRD# 4482210) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 10 years of experience in the finance industry. Clifford Kwan 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.

10
Gregory O. McCurry
CRD#: 4478438
2820 Dallas Pkwy, Plano, TX 75093
96
Wealthminder
score

Gregory McCurry (CRD# 4478438) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 16 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.