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Kenneth Galen Moore

Core Wealth Advisors, Inc.

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About Kenneth Galen Moore

Kenneth Galen Moore is an Investment Advisor Representative at Core Wealth Advisors, Inc. based in Lakeland, Florida. Kenneth has been in the industry since 2014 and holds the Series 65 license, which allows Kenneth to provide investment advice to individuals and businesses. Kenneth's experience includes working at various financial institutions including CliftonLarsonAllen and Land South Management. Kenneth has a background in finance and a strong understanding of the financial markets. Kenneth is committed to providing clients with personalized financial advice and helping them reach their financial goals. Kenneth works primarily with high-net-worth individuals and individuals other than high-net-worth and offers advisory services such as financial planning, portfolio management, and selection of other advisors.

Firm Information

Kenneth Moore is currently registered with Core Wealth Advisors, Inc.. Core Wealth Advisors, Inc. is an investment advisor based in Lakeland, Florida. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth, managing over $506 million in assets. The firm has eight investment advisor representatives and has been in operation for at least 10 years.
Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE

LAKELAND, FL 33801

$506.43M

Assets Under Management

2

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Kenneth Moore’s Registration & Firm History

FL

10/12/2023 - Present

Core Wealth Advisors, Inc. (LAKELAND FL)

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Licenses & Designations

IA

Issued 10/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Galen Moore.
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