GM
ChFC
GM
ChFC

George Moore

34 Years of Experience
Memphis, TN
1 DisclosureBroker

George Moore is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Memphis, TN, with 34 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

6060 Primacy Pkwy, Suite 175, Memphis, TN, 38119

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2016
Other Business Activities

George is on the board of the Boys and Girls Club and Golden Cross Senior Ministries, dedicating minimal time to each. He also operates a Guardian agency, Ashford Advisors Mid South, taking about a quarter of his time.

Employment History
Current Registrations
Park Avenue Securities LLC
February 2005 - Present · 21 yrs 3 mos
Park Avenue Securities LLCBroker
July 2000 - Present · 25 yrs 10 mos
Previous Registrations
Park Avenue Securities LLC
January 2001 - December 2004 · 3 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
August 1994 - July 2000 · 5 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
October 1991 - July 2000 · 8 yrs 9 mos
State Registrations35 states
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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.
George Moore - Financial Advisor | TrueAdvisor