Rochelle L. Moore

SOUND FINANCIAL SOLUTIONS

Clinton, IL 61727

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CRD#: 6901561

Professional summary

Rochelle Lea Moore, CFP®, who also goes by Rochelle L Moore, is a registered financial advisor currently at SOUND FINANCIAL SOLUTIONS, INC. located in Clinton, Illinois.

Rochelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Rochelle has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rochelle 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.

SAVE MOORE TAX & ACCOUNTING SERVICES, INC.; OWNER AND PRESIDENT; START DATE 2/11/2002 NON-INVESTMENT RELATED; HOURS PER MONTH IS 120, NO HOURS DURING TRADING HOURS CPA FIRM; 118 WARNER COURT CLINTON, IL 61727 CPA FIRM PROVIDING ACCOUNTING, PAYROLL REPRESENTATION AND TAX PREPARATION/PLANNING AND CONSULTING SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rochelle Lea 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^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 29, 2018 - Present

SOUND FINANCIAL SOLUTIONS, INC.

Office #1: 116 Warner Court, Clinton, IL 61727

RIA

CRD#: 292256

Clinton, IL

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

Illinois
(3/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SOUND FINANCIAL SOLUTIONS, INC.

SOUND FINANCIAL SOLUTIONS INC. | SOUND FINANCIAL SOLUTIONS, INC.

CRD#: 292256 / SEC#:

Illinois

Registered Investment Advisory firm - (3/29/2018 Approved)

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Contact information

Main Address

3004 General Electric Road Suite 1b, Bloomington, IL 61704

Mailing Address

Phone number

(217) 441-2200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Rochelle L. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rochelle Lea Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Current Firm

SOUND FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Red Flags

Company Information

SOUND FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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