Unclaimed Profile

Richard Gordon Mooney

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC·THOMASVILLE, Georgia

Clean recordALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

135 SOUTH MADISON STREET, THOMASVILLE, GA 31792CRD# 1557033Firm CRD# 113106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Gordon Mooney · THOMASVILLE, GA

Registration

CRD #1557033 · ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Gordon Mooney is a registered financial advisor based in THOMASVILLE, Georgia, affiliated with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

AMB WEALTH, LLC

AUM

$848M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1557033

Firm CRD# 113106

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Gordon Mooney offer?

Richard Gordon Mooney specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in THOMASVILLE, Georgia for a consultation.

What are Richard Gordon Mooney's credentials?

Richard Gordon Mooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Gordon Mooney located?

Richard Gordon Mooney is based in THOMASVILLE, Georgia, working with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.

How does Richard Gordon Mooney charge for services?

Richard Gordon Mooney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC?

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC has approximately 22 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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