Erin Spiwak
Erin Spiwak is a registered investment advisor at James Moore Wealth Management Services, LLC, based in Gainesville, FL, with 13 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5931 NW 1st Place, Gainesville, FL, 32607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is a shareholder and accountant at James Moore & Co., P.C., a regional CPA firm, dedicating about half of her time to providing public accounting services. She also works as an independent contractor/solicitor for Raymond James and Canopy 360, spending a few hours per week referring clients.
Employment History
Current Registrations
James Moore Wealth Management Services, LLC
Previous Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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