Kevin R. Moore, CFP<sup>&reg;</sup> - Financial Advisor

Kevin R. Moore, CFP®

MBA

8118 Overlook Drive
Frederick, MD 21702
FINANCIAL ADVISOR'S WEBSITE
(240) 344-0957 CONNECT WITH Kevin
  • facebook link
  • linkedin link

General

Kevin Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Frederick, MD and the surrounding communities.

Financial Advisor Overview

My purpose is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the knowledge that you need to pursue your financial objectives, I hope to establish a long-lasting and beneficial relationship focused on achieving your goals.

More

Financial Advisor Experience

I am a CERTIFIED FINANCIAL PLANNER™ and an Investment Advisor Representative, holding a FINRA Series 7 and Series 66 license, as well as a license to sell life insurance, health insurance, and annuities. I work with individuals, families, and businesses seeking help within our key focus areas – Comprehensive Financial Planning, Retirement Planning, Life Insurance Review & Planning, Investment Planning, Wealth Accumulation, College Funding, Medical Funding, Tax Management, Estate Conservation, and Charitable Giving.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Timothy J. Moore, Sr. Insurance and Financial Services and Cambridge are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Government & Military, Insurance, Startup, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family

More

Helpful Financial Planning Resources