Robert J. Moore

EVERMAN PROSPERITY

Fairfax Station, VA

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CRD#: 7846587

Professional summary

Robert Jensen Moore, who also goes by Rob Moore, Robert Moore, is a registered financial advisor currently at EVERMAN PROSPERITY located in Fairfax Station, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Moore | Robert 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.

Robert Moore is an Active Duty member of the US Army located at 400 McNair Rd, Fort Myer, VA 22211. Mr. Moore has been a member of the US Army since 07/2003. This may create a potential conflict of interest because Robert Moore dedicates 100% of his time during trading hours to this activity, however, as a fiduciary, Mr. Moore has a duty of utmost good faith to act solely in the best interests of each Client and will ensure all Client's needs are promptly addressed. This conflict is mitigated as EP's investment strategy does not involve daily active trading. Mr. Moore's position in the US Army is non investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jensen 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

January 22, 2024 - Present

EVERMAN PROSPERITY

RIA

CRD#: 329528

Fairfax Station, VA

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

Virginia
(1/22/2024)

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

State Security Law Exam

IAR

Series 65

Date: 2/6/2023

Uniform Investment Adviser Law Examination

Current Firm

EVERMAN PROSPERITY

EVERMAN PROSPERITY | EVERMAN PROSPERITY LLC

CRD#: 329528 / SEC#:

Virginia

Registered Investment Advisory firm - (1/22/2024 Approved)

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Contact information

Main Address

Fairfax Station, VA

Mailing Address

Phone number

(571) 244-1802

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 2,258,670

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.

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Robert J. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jensen Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERMAN PROSPERITY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2023

Current Firm

EVERMAN PROSPERITY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERMAN PROSPERITY

TRUST BUT VERIFY

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