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Alvin Crawford Moore

Dunvegan Associates Inc.

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About Alvin Crawford Moore

Alvin Crawford Moore is an investment advisor representative registered with Dunvegan Associates Inc. Alvin has been in the industry since 1983. Alvin is a registered investment advisor in California and has passed the Series 65 and Series 24 exams. Prior to his current role, Alvin was previously registered with Biltmore Capital Corporation and A.C. Moore & Co. Alvin has a long history in the financial services industry, and is well known for his work in formulating proprietary algorithms for the discovery of underlying macro-economic trends. Alvin has also been involved with Sylva Partners, LP., a company formed to maintain and enhance this dataset. Dunvegan Associates Inc. provides investment advisory services to high-net-worth individuals. The firm's assets under management are over $33 million.

Firm Information

Alvin Moore is currently registered with Dunvegan Associates Inc.. Dunvegan Associates Inc. is an investment advisor based in with $33,417,576 in regulatory assets under management. The firm provides portfolio management for individuals and has 14 total accounts.

$33.42M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alvin Moore’s Registration & Firm History

CA

09/13/2017 - Present

Dunvegan Associates Inc. (SANTA BARBARA CA)

NJ

03/04/1988 - 05/08/1989

BILTMORE CAPITAL CORPORATION (EDISON NJ)

NA

08/25/1983 - 11/16/1987

A.C. MOORE & CO.

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Licenses & Designations

IA

Issued 09/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1983

Series 24 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alvin Crawford Moore.
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