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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Eugene Moore is a financial advisor in Tolar, Texas, with 27 years of experience in the industry. He is currently registered with Calton & Associates, Inc. and has been with the firm since April 2020. Kevin Moore has previously worked with LPL FINANCIAL LLC, Raymond James & Associates, Inc., Allstate Financial Services, LLC, Locust Street Securities, Inc., Ameritas Investment Corp., Manulife Wood Logan, Inc., Ameritrade, Wood Logan Associates, Inc. and First Investors Corporation. Kevin Eugene Moore is a Series 6, 7, 24, 63, and SIE licensed advisor, and holds the Certified Financial Planner designation. Kevin Moore specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/13/2020 - Present
Calton & Associates, Inc. (Tolar TX)
TX
04/11/2006 - 03/23/2020
LPL FINANCIAL LLC (GRANBURY TX)
FL
05/06/2004 - 04/04/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NE
07/14/2003 - 05/10/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
03/18/2003 - 08/15/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
12/07/2001 - 02/11/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
04/12/2001 - 08/08/2001
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NE
04/03/2000 - 03/14/2001
AMERITRADE (BELLEVUE NE)
NA
09/17/1987 - 01/29/1993
WOOD LOGAN ASSOCIATES, INC.
NA
12/04/1986 - 03/16/1987
FIRST INVESTORS CORPORATION
BC
Issued 04/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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