Patrick Moore (CRD# 841764) is an Investment Advisor Representative working at Park Avenue Securities LLC in Franklin, TN and has over 26 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Franklin, TN | Oct 2019 - Current | 4 |
| Guardian Life Insurance Company | Franklin, TN | Feb 2014 - Current | 10 |
| Private Client Services | Franklin, TN | Apr 2018 - Oct 2019 | 1 |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Jul 2017 - Oct 2019 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2014 - Apr 2018 | 4 |
| Lawing Financial | Overland Park, KS | Feb 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- AL
- FL
- GA
- IN
- KS
- KY
- MI
- NC
- OH
- PA
- TN
- TX
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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