Shelby Moore, financial advisor Angleton TX

Shelby Moore

CRD Number: 4776583
Current Firm: Arkadios Wealth Advisors

Shelby Moore (CRD# 4776583) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Angleton, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Wealth Advisors Atlanta, GA Oct 2021 - Current 2
Arkadios Capital Atlanta, GA Oct 2021 - Current 2
The Oak Financial Group Angleton, TX Feb 2009 - Current 15
Sagepoint Financial Angleton, TX Nov 2013 - Sep 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shelby D. Moore
Phone Number: 404-445-0035
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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