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HM

Hugh A. Moore

MOORE FINANCIAL PLANNING ADVISORS
Davie, FL 33324
Some features on this profile are disabled
CRD#: 1765140
HM

Professional summary


Hugh Anthony Washington Moore, who also goes by Hugh Anthony Moore, Tony Moore, is a registered financial advisor currently at MOORE FINANCIAL PLANNING ADVISORS, LLC located in Davie, Florida.

Hugh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Hugh has worked at 2 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hugh Anthony Moore | Tony Moore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INTERACTIVE FINANCIAL NETWORK, INC.; NON-INVESTMENT RELATED; 320 S. FLAMINGO RD #301, PEMBROKE PINES, FL 33028; INSURANCE SERVICES; INSURANCE AGENT/CEO; 01/1993; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS IFN BUSINESS & TAX SERVICES, LLC; NON-INVESTMENT RELATED; 320 S. FLAMINGO RD #310; PEMBROKE PINES, FL 33027; TAX PREPARATION; TAX ADVISOR; 09/2002; APPROXIMATELY 30 HOURS/MO. SPENT IN THIS BUSINESS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Hugh Anthony Washington Moore's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 9, 2008 - Present

MOORE FINANCIAL PLANNING ADVISORS, LLC

Office #1: 10200 W State Rd 84 Suite 209, Davie, FL 33324
RIA
CRD#: 146581
Davie, FL
Past

December 7, 1987 - December 12, 1988

PW SECURITIES, INC.

BD
CRD#: 6775

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/9/2008)
IAR
Texas
(2/9/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/10/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


MF
MOORE FINANCIAL PLANNING ADVISORS, LLC
MOORE FINANCIAL PLANNING ADVISORS, LLC

CRD#: 146581 / SEC#:

Florida
Registered Investment Advisory firm - (8/9/2008 Approved)
Texas
Registered Investment Advisory firm - (2/9/2021 Conditional Restricted)
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Contact information


Main Address
10200 W State Rd 84 Suite 209, Davie, FL 33324
Mailing Address
5846 S. Flamingo Rd Suite 375, Ft. Lauderdale, FL 33330
Phone number
(954) 382-8877
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts88
AUM (Assets Under Management)$ 1,700,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MOORE FINANCIAL PLANNING ADVISORS, LLC

CRD#: 146581Davie, FL 33324

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