RM
RM

Robert Duayne Moore

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,136 clients
Average Client Portfolio
$192K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:$50K
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Location

1800 North Interstate Drive, Suite 114, Norman, OK, 73071

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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 ActivitiesSells Insurance

Robert is engaged in the sale of insurance products, including life, health, and long-term care insurance, through Moore Tax and Financial Services. He also performs basic income tax preparation.

Employment History
Current Registrations
Sgl Financial, LLC
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
American Investment Services
January 2008 - November 2012 · 4 yrs 10 mos
Envision Investment Advisors, LLC
October 2007 - July 2008 · 9 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.