Moore & Shirley Financial Planning
Moore & Shirley Financial Planning (CRD# 284193) is a financial advisory firm headquartered in , . They manage $23,660,015 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Moore & Shirley Financial Planning
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$186,299
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Moore & Shirley Financial Planning
1
Gordon Moore (CRD# 2811738) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Peachtree Corners, GA and has over 27 years of experience in the finance industry.
2
Amy Shirley (CRD# 6937388) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Peachtree Corners, GA and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.