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Autrey Wayne Moseley

14 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History (1)
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Judgment / Lien
October 2005
Other Business ActivitiesSells Insurance

Autrey owns Moseley Consulting, where he assists clients with pre-retirement, post-retirement, long-term care, and estate planning. He also assists clients in obtaining and funding various trusts, all as a follow-up to retirement planning work, dedicating minimal time to this activity.

Employment History
Current Registrations
Virtue Capital Management, LLC
February 2017 - Present · 9 yrs
Previous Registrations
Horter Investment Management, LLC
October 2011 - February 2017 · 5 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.