Kent MoegerleCRD Number: 3084378
Current Firm: Suntrust Advisory Services, Inc.
Kent Moegerle (CRD# 3084378) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Bank||Dunedin, FL||Apr 2003 - Current||15|
|Suntrust Investment Services, Inc.||Dunedin, FL||Apr 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV