WM
WM

Willard David Moore

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

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Location

Holmdel, NJ

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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

Willard is the Managing Member/Wealth Manager/Retirement Planning Specialist/Insurance Agent for Aurora d/b/a Moore Wealth Management, LLC, an RIA and independent insurance agency. He dedicates all of his time to this role, providing advisory services and acting as an insurance agent.

Employment History
Current Registrations
Aurora Private Wealth, INC.
January 2019 - Present · 7 yrs 1 mo
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - December 2018 · 2 yrs 7 mos
Insight Private Advisors, LLC
February 2014 - December 2018 · 4 yrs 10 mos
LPL Financial LLCBroker
February 2014 - May 2016 · 2 yrs 3 mos
Bcg Securities, INC.
August 2009 - February 2014 · 4 yrs 6 mos
Bcg Securities, INC.Broker
August 2009 - February 2014 · 4 yrs 6 mos
AXA Advisors, LLC
July 2002 - August 2009 · 7 yrs 1 mo
AXA Advisors, LLCBroker
May 2002 - August 2009 · 7 yrs 3 mos
State Registrations4 states
FLNCNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Willard David Moore - Financial Advisor | TrueAdvisor