RM
RM

Rebecca Moore

37 Years of Experience
Longview, TX
Broker

Rebecca Moore is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2103 Judson Rd Suite B, Longview, TX, 75605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rebecca has 100% ownership of Moore Wealth Management, LLC since April 2022. She dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - April 2022 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2022 · 14 yrs 3 mos
A. G. Edwards & Sons, INC.
June 1998 - January 2008 · 9 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
April 1988 - January 2008 · 19 yrs 9 mos
State Registrations19 states
ALARAZCACOFLGAIAKSLAMAMOMSNCOKSDTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.