AM
CFP
AM
CFP

Angela Moore

13 Years of Experience
Orlando, FL

Angela Moore is a CFP-designated registered investment advisor at Fruitful, based in Orlando, FL, with 13 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 351 clients with $25M in assets under management.

Compensation
N/A
Firm Size
18 advisors
Number of Clients
351 clients
Average Client Portfolio
$72K average
Assets Under Management
$25.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Investment management services are included at no additional cost for clients who maintain an active membership with Fruitful, Inc. The cost of membership is separate from any third-party trading or custodial fees you may incur.

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Location

Orlando, FL

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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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Employment History
Current Registrations
Fruitful
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Modern Money Advisor
March 2018 - September 2021 · 3 yrs 6 mos
Charles Schwab & CO., INC.
January 2013 - January 2018 · 5 yrs
Charles Schwab & CO., INC.Broker
January 2013 - January 2018 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2009 - December 2012 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - December 2012 · 3 yrs 10 mos
State Registrations3 states
FLNYTX
Advisor

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.
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