Amy L. Moore
PURE FINANCIAL ADVISORS
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 6117295
Professional summary
Amy Lynn Moore, AIF®, CFP®, who also goes by Amy L Cattelino, Amy Lynn Cattelino, Amy L Moore, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in San Diego, California.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Amy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Amy has always believed financial planning is the best tool towards reaching financial goals. She originates from a family of engineers, which has led her work for clients being technical, logical, and detailed. As a CERTIFIED FINANCIAL PLANNER™ professional, Amy is constantly scanning tax and retirement laws and facts for her clients, to ensure no strategy is missed.
Amy graduated from California State University, Fullerton with a Bachelor’s Degree in Business Administration, Finance with a focus on Personal Financial Planning. During her studies, she spent a summer semester abroad in Heidelberg, Germany and took classes in International Economics and Foreign Policy.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Social Security Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Federal Employees
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Amy L Cattelino | Amy Lynn Cattelino | Amy L 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Lynn 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®
CFP®
Start date: 2016
Experience
Current
February 23, 2018 - Present
PURE FINANCIAL ADVISORS, LLC
Office #1: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108RIA
CRD#: 144316
San Diego, CA
Past
September 18, 2015 - July 6, 2016
FINANCIAL ADVISORS NETWORK, INC.
RIA
CRD#: 152083
TUSTIN, CA
Past
November 3, 2014 - July 1, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
TUSTIN, CA
Past
June 24, 2014 - July 1, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
TUSTIN, CA
Past
September 23, 2013 - June 30, 2014
WADDELL & REED
RIA
CRD#: 866
BREA, CA
Past
August 14, 2013 - June 30, 2014
WADDELL & REED
BD
CRD#: 866
BREA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)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
California(2/23/2018)
IAR
Texas(2/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
171
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,199 |
| AUM (Assets Under Management) | $ 8,023,229,867 |
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.
