Kenneth G. Moore
Professional summary
Kenneth Galen Moore, who also goes by Ken Moore, is a registered financial advisor currently at CORE WEALTH ADVISORS, INC. located in Lakeland, Florida.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kenneth has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Galen Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2023 - Present
CORE WEALTH ADVISORS, INC.
Office #1: 124 South Florida Avenue 4th Floor, Lakeland, FL 33801Primary Firm SEC Registration
CORE WEALTH ADVISORS, INC.
CRD#: 174386 / SEC#: 801-81079
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2023)
Current Firm
CORE WEALTH ADVISORS, INC.
CRD#: 174386 / SEC#: 801-81079
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,053 |
| AUM (Assets Under Management) | $ 570,560,661 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CORE WEALTH ADVISORS, INC.
CRD#: 174386Lakeland, FL 33801TRUST BUT VERIFY
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