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Richard Gordon Mooney

Amb Wealth, LLC
39 Years of Experience
1 DisclosureBroker
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Amb Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2001
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Other Business Activities

Richard owns/invests in Broad Street Condominiums since 2010, spending a few hours per week discussing progress. He is also a co-trustee for the Bill & Emily Searcy Charitable Trust since 2007, dedicating minimal time to this role, and is involved with several other trusts and organizations.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 8 yrs
Allen, Mooney & Barnes Brokerage Services, LLCBroker
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
October 2004 - December 2017 · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Shields & CompanyBroker
September 1989 - February 2001 · 11 yrs 5 mos
Integrated Resources Equity CorporationBroker
May 1989 - August 1989 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1986 - May 1989 · 2 yrs 8 mos
State Registrations9 states
ALCTFLGAILKYMDSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.