Moore & Shirley Financial Planning

Moore & Shirley Financial Planning (CRD# 284193) is a financial advisory firm headquartered in , . They manage $19,967,235 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.mandsfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $165,018
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
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Moore & Shirley Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Gordon Moore, financial advisor Duluth GA
Gordon J. Moore
CRD#: 2811738
Duluth, GA

Gordon Moore (CRD# 2811738) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Duluth, GA and has over 27 years of experience in the finance industry.

2
Amy Shirley, financial advisor Duluth GA
Amy D. Shirley
CRD#: 6937388
Duluth, GA

Amy Shirley (CRD# 6937388) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Duluth, GA and has over 6 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals