Danny
Moore

Smith, Moore & Co

CRD#5324756
Investment Advisor
in Brandon, MS

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About this Advisor

Danny Moore is a financial advisor based in Brandon, Mississippi, working with Smith, Moore & Co. Danny has previously held positions at Smith, Moore & Co, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and Priorityone Bank. Danny has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Danny is part of Smith, Moore & Co, which operates out of Brandon, Mississippi. The firm has 10 offices and 65 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Smith, Moore & Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

190 Gateway Drive Suite C
Brandon, MS 39042

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Smith, Moore & Co Brokerage Details

Total Assets Under Management

$1,705,976,563

MS Average: $11,469,110,461
Total Number of Employees

65

MS Average: 458
Total Number of Accounts

4,988

MS Average: 33,415
Average Account Size

$342,016

MS Average: $343,232

Investment Advisory Services

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

Danny Moore Work History

2020 - Present (4 years)

Smith, Moore & Co

2012 - 2020 (8 years)

Raymond James Financial Services,Inc

2012 - 2020 (8 years)

Raymond James Financial Services Advisors Inc

2012 - 2020 (8 years)

Priorityone Bank

Disclosures

Please visit the SEC profile of Danny 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 Smith Moore & Co

Ian Rothbarth
Saint Louis, MO
Hope Gerdes
Jefferson City, MO
Kyle Shaw
Saint Louis, MO
Jaret Perryman
Saint Louis, MO
Stefanie Kluba
Chesterfield, MO
Austin Alejos
Overland Park, KS
Alex Lecure
Jefferson City, MO
Danny Moore
Brandon, MS

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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