Darwin
Moore

Financial Freedom House

CRD#5809588
Investment Advisor
in Waterford, MI

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About this Advisor

Darwin Moore is a financial advisor based in Waterford, Michigan, working with Financial Freedom House. Darwin has previously held positions at Pruco Securities, LLC, The Prudential Insurance Company Of America, 4U, LLC, and Cygnet Financial Planning, Inc (Dba Financial Freedom House). Darwin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Darwin is part of Financial Freedom House, which operates out of Waterford, Michigan. The firm has 2 offices and 9 employees. The firm manages assets totaling $174.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Financial Freedom House 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, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6515 Highland Rd Suite 240
Waterford, MI 48327-1668

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Financial Freedom House Brokerage Details

Total Assets Under Management

$174,480,389

MI Average: $943,424,332
Total Number of Employees

9

MI Average: 21
Total Number of Accounts

981

MI Average: 1,586
Average Account Size

$177,860

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Darwin Moore Work History

2018 - Present (6 years)

Cygnet Financial Planning, Inc (Dba Financial Freedom House)

2015 - Present (9 years)

4U, LLC

2016 - 2018 (2 years)

Cygnet Financial Planning, Inc (Dba Financial Freedom House)

2010 - 2015 (5 years)

Pruco Securities, LLC

2010 - 2015 (5 years)

The Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Darwin 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 Financial Freedom House

Aaron Cary
Waterford, MI
Darwin Moore
Waterford, MI
James Denny
Waterford, MI
Brian Mcisaac
Waterford, MI
Brian Lakkides
Waterford, MI
Theodore Lakkides
Waterford, MI

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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