Unclaimed Profile

Franklin Shearer Moore

VINTAGE FINANCIAL SERVICES LLC·ANN ARBOR, Michigan

Series 6, Series 7, Series 22, Series 24, Series 51, Series 63Clean record16 years registeredVINTAGE FINANCIAL SERVICES LLC

2373 OAK VALLEY DRIVE SUITE 110, ANN ARBOR, MI 48103CRD# 1187639Firm CRD# 105271

Profile Verification

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

Identity

Franklin Shearer Moore · ANN ARBOR, MI

Registration

CRD #1187639 · VINTAGE FINANCIAL SERVICES LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VINTAGE FINANCIAL SERVICES LLC

MERCER GLOBAL ADVISORS INC.

Dec 2022 – Mar 2024

Ann Arbor, MI

VINTAGE FINANCIAL SERVICES LLC

Jun 2010 – Sep 2023

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Registration record

First registered · June 16, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINTAGE FINANCIAL SERVICES LLC

CRD 105271 · SEC 801-23853

AUM

$771M

Regulatory assets under management

Employees

542 client accounts

Services offered by VINTAGE FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VINTAGE FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Franklin Shearer Moore offer?

Franklin Shearer Moore specializes in Financial Planning, Investment Management.

What are Franklin Shearer Moore's credentials?

Franklin Shearer Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Franklin Shearer Moore located?

Franklin Shearer Moore is based in ANN ARBOR, Michigan, last registered with VINTAGE FINANCIAL SERVICES LLC.

How does Franklin Shearer Moore charge for services?

Franklin Shearer Moore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINTAGE FINANCIAL SERVICES LLC?

VINTAGE FINANCIAL SERVICES LLC has approximately 16 employees and manages $771M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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