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Edward Allen Moody

CFM Wealth Partners LLC

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About Edward Allen Moody

Edward Moody is a financial advisor registered with CFM Wealth Partners LLC based in Austin, Texas. Edward has over 15 years of experience in the financial industry. Edward holds the Series 7, 31 and 66 licenses, as well as the SIE exam. Previously, Edward was a registered representative at STEPHENS INC and RBC CAPITAL MARKETS, LLC. Edward specializes in financial planning, portfolio management, and pension consulting for individuals, high net worth individuals, charitable organizations, corporations, and pooled investment vehicles.

Firm Information

Edward Moody is currently registered with CFM Wealth Partners LLC. CFM Wealth Partners LLC is a registered investment advisor based in Austin, Texas. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. CFM Wealth Partners LLC has approximately $760,860,746 in regulatory assets under management.
CFM Wealth Partners LLC

3500 JEFFERSON STREET

AUSTIN, TX 78731

$760.86M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Edward Moody’s Registration & Firm History

TX

09/26/2019 - Present

CFM Wealth Partners LLC (AUSTIN TX)

TX

11/12/2012 - 10/01/2019

STEPHENS (AUSTIN TX)

TX

05/18/2004 - 12/10/2012

RBC CAPITAL MARKETS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 07/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Allen Moody.
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