John Moore & Associates Inc
About this Advisor
John Moore is an investment advisor in Albuquerque, New Mexico. Currently an investment advisor with John Moore & Associates Inc, Moore has an impressive 23 years of practice as a registered investment advisor. Moore has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Moore is able to operate based out of New Mexico and Texas. Their career trajectory has included roles at Raymond James Financial Services, Inc, John Moore & Associates, Inc, New Heart, Inc, Insurance-Non Variable, Raymond James Financial Services Advisors Inc, Zia Trust, Inc, Ave Dorado LLC and Almighty And The Dollar. John Moore & Associates Inc is headquartered in Albuquerque, New Mexico. As a company, John Moore & Associates Inc oversees $431 million in assets throughout 701 client accounts and employs nine staff members. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the country. The firm manages 240 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. John Moore & Associates Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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John Moore & Associates Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Moore Work History
John has 23 years of experience.
Almighty And The Dollar
Ave Dorado LLC
Raymond James Financial Services Advisors Inc
Zia Trust, Inc
Raymond James Financial Services, Inc
John Moore & Associates, Inc
New Heart, Inc
John Moore has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at John Moore & Associates Inc