Frank
Moore

Vicus Capital, Inc

CRD#5288780
Investment Advisor
in Mifflinburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Frank Moore is a financial advisor based in Mifflinburg, Pennsylvania, working with Vicus Capital, Inc. Frank has previously held positions at Vicus Capital, Inc (formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, and Frank D Moore Financial, Inc. Frank has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Frank is part of Vicus Capital, Inc, which operates out of Mifflinburg, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc 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, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4177 Wildwood Rd
Mifflinburg, PA 17844

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

PA Average: $15,833,994,310
Total Number of Employees

87

PA Average: 41
Total Number of Accounts

8,430

PA Average: 3,342
Average Account Size

$267,441

PA Average: $4,737,880

Investment Advisory Services

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

Frank Moore Work History

2013 - Present (12 years)

Cetera Advisor Networks LLC

2011 - Present (14 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2011 - Present (14 years)

Frank D Moore Financial, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Frank 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 Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Kelly Burger
State College, PA
Amy Sanor
State College, PA
John Straub
State College, PA
Jeffery Closz
State College, PA
Andrew Kern
Camp Hill, PA
Justin Blankenship
State College, PA
Christopher Suttmeier
Bethlehem, PA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started