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Connie Kohler Moore

JOHN MOORE & ASSOCIATES INC·ALBUQUERQUE, New Mexico
Unclaimed Profile
8220 SAN PEDRO DR NE, ALBUQUERQUE, NM 87113CRD# 3034069Firm CRD# 109791
01

About

Connie Kohler Moore is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with JOHN MOORE & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOHN MOORE & ASSOCIATES INC
JOHN MOORE & ASSOCIATES INC
AUM
$758M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at JOHN MOORE & ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3034069
Firm CRD# 109791
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Connie Kohler Moore offer?
Connie Kohler Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Connie Kohler Moore's credentials?
Connie Kohler Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Kohler Moore located?
Connie Kohler Moore is based in ALBUQUERQUE, New Mexico, working with JOHN MOORE & ASSOCIATES INC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Connie Kohler Moore charge for services?
Connie Kohler 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 JOHN MOORE & ASSOCIATES INC?
JOHN MOORE & ASSOCIATES INC has approximately 12 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Matthew David Keller — UASNM, INC.Lisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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