Craig Moore
Craig Moore is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in State College, PA, with 15 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
290 W Hamilton Ave., State College, PA, 16801
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Regulatory History (1)
Judgment / Lien
August 2022Other Business ActivitiesSells Insurance
Craig owns rental property in Karthaus, PA, dedicating minimal time. He is also an advisory representative of a registered investment advisor, spends about half his time as an independent insurance agent, and owns Happy Valley Financial Services, LLC, dedicating full-time hours to it. Finally, Craig is a supervisory committee member of TimebRLand Federal Credit Union, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
MML Investors Services, LLCBroker
State Registrations6 states
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.