Michael Moore
Michael Moore is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dunedin, FL, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
595 Main St, Dunedin, FL, 34698-4998
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns a tax preparation business and is treasurer for Moore. He also works for Gulf Coast Accounting and Tax Services and BB Carts LLC, spending about a quarter of his time on the tax preparation business and Gulf Coast Accounting and Tax Services, and about 10-20% of his time on BB Carts LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Coastal Investment Advisors
Coastal Equities, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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