John
Moorman
Anchor Investment Management
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About this Advisor
John Moorman is a financial advisor operating out of Columbia, South Carolina with 18 years of industry experience. Moorman works at Anchor Investment Management. They have worked at Anchor Investment Management for all of their career. Moorman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in South Carolina. Anchor Investment Management is a registered investment firm operating out of Columbia, SC. The investment advisory business has a total of 18 employees. It oversees $936 million in assets under management between its 1,857 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,857 accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees largely depend on which services are offered. Fee types billed by Anchor Investment Management likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Anchor Investment Management Brokerage Details
$935,530,524
18
1,857
$503,786
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
John Moorman Work History
John has been registered as a financial advisor for 18 years.*
Anchor Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Moorman 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 Anchor Investment Management
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
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