Simon Moran (CRD# 7862644) is an Investment Advisor Representative working at Ultra Financial Partners in Flagstaff, AZ and has 1 year of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ultra Financial Partners | Flagstaff, AZ | Feb 2024 - Current | < 1 |
| Vora Wealth Management/vora Financial | Flagstaff, AZ | Oct 2023 - Current | < 1 |
| Moran Retirement | Phoenix, AZ | Jul 2022 - Current | 1 |
| The Moran Organization | Phoenix, AZ | Jan 2016 - Current | 8 |
| Bell & Associates (ash Brokerage/integrity) | Phoenix, AZ | Oct 2019 - Jun 2022 | 2 |
| Day One Podcast | Scottsdale, AZ | Jun 2019 - Jan 2020 | < 1 |
| Precedo Capital | Scottsdale, AZ | Jul 2018 - Sep 2019 | 1 |
| American Financial Literacy Institute | Scottsdale, AZ | Jun 2016 - Jun 2018 | 2 |
| Moran | Scottsdale, AZ | Jun 2015 - Jun 2018 | 3 |
| The Moran Group | Scottsdale, AZ | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
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- AZ
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Total Assets Under Management56MILLIONS
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Total Number of Accounts194ACCOUNTS
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Average Account Value$290,184
- 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)
AZ, CA, TX
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