Robert
Moore

J. Hagan Capital, Inc

CRD#6739552
Investment Advisor
in Louisville, KY

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About this Advisor

Robert Moore is a financial advisor based in Louisville, Kentucky, working with J. Hagan Capital, Inc. Robert has previously held positions at Fidelity Brokerage Services, LLC, Doc Crow's Southern Smokehouse and Raw Bar, Morton's The Steakhouse, Robert Half International Inc, and J. Hagan Capital. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Robert is part of J. Hagan Capital, Inc, which operates out of Louisville, Kentucky. The firm has 2 offices and 7 employees. The firm manages assets totaling $185.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at J. Hagan Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8311 Shelbyville Road
Louisville, KY 40222

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J. Hagan Capital, Inc Brokerage Details

Total Assets Under Management

$185,590,176

KY Average: $949,722,027
Total Number of Employees

7

KY Average: 35
Total Number of Accounts

1,718

KY Average: 1,296
Average Account Size

$108,027

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Moore Work History

2022 - Present (2 years)

J Hagan Capital

2021 - 2022 (1 year)

Robert Half International Inc

2016 - 2019 (3 years)

Fidelity Brokerage Services, LLC

2016 - 2020 (4 years)

Morton'S The Steakhouse

2014 - 2016 (2 years)

Doc Crow'S Southern Smokehouse And Raw Bar

Disclosures

Please visit the SEC profile of Robert Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. Hagan Capital, Inc

Michael Ramser
Louisville, KY
Robert Moore
Louisville, KY
Emily Freyou
Louisville, KY
Chase Rosche
Louisville, KY
Jonathan Hicks
Louisville, KY
Marion Doucet
Louisville, KY
Mathew Koole
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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