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Cameron Brig Moore

THEPENSION401K
San Antonio, TX
·CRD# 8041203·1 year experience

Professional Summary

Cameron Brig Moore is a registered financial advisor currently at THEPENSION401K located in San Antonio, Texas and PLAN & ACT located in San Antonio, Texas. Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cameron has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

THEPENSION401K·CRD# 284453
RIA
1500 N St Mary's St, San Antonio, TX 78215
February 16, 2025 - Present
PLAN & ACT·CRD# 148453
RIA
1500 N St Mary's Street, San Antonio, TX 78215
February 16, 2025 - Present

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Current Firm

P&
PLAN & ACT

FINANCIAL STAGES, LLC | PLAN AND ACT | PLAN & ACT | PEOPLE'S FINANCIAL ADVISOR | FINANCIALADVICE4ME, LLC

CRD#: 148453 / SEC#: 801-69786
RIA
Registered Investment Advisory firm - SEC (6/10/2019 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (6/7/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (10/13/2020 Approved)
Michigan
Registered Investment Advisory firm - Michigan (12/1/2022 Approved)
Ohio
Registered Investment Advisory firm - Ohio (7/6/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (3/14/2025 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Buena Vista, CO

Phone Number

(719) 966-5100

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

451

AUM (Assets Under Management)

$64,000,000

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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.

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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.
IAR
Colorado
(2/16/2025)
IAR
Florida
(3/19/2026)
IAR
Michigan
(2/20/2026)
IAR
Ohio
(2/23/2026)
IAR
Texas
(2/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Cameron Brig Moore's CRS (Customer Relationship Summary).

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CM
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