Moore Colson Wealth Management LLC
Moore Colson Wealth Management LLC (CRD# 125655) is a financial advisory firm headquartered in Marietta, GA. They manage $47,021,058 in 111 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts111ACCOUNTS
Average Account Value$423,613
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Robert Kiser (CRD# 2843665) is an Investment Advisor Representative working at Moore Colson Wealth Management LLC in Marietta, GA and has over 19 years of experience in the finance industry. Robert Kiser 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.
James Senkbeil (CRD# 714049) is an Investment Advisor Representative working at Moore Colson Wealth Management LLC in Marietta, GA and has over 21 years of experience in the finance industry.