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Gentry Moore, CFP®, AIF®, CPFA®

Gentry Moore, CFP®, AIF®, CPFA®

Relationship Manager/Operations Associate

Followers of Gentry Moore, CFP®, AIF®, CPFA®483 followers
location of Gentry Moore, CFP®, AIF®, CPFA®Dallas, Texas, United States

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  • Timeline

  • About me

    Partner, Financial Advisor - Retirement Plan Consultant

  • Education

    • Oklahoma State University

      -

    • Texas Christian University

      -

  • Experience

    • Direct Trading Institutional

      Jan 2004 - Jan 2009
      Relationship Manager/Operations Associate

    • NFP Securities/Kestra Financial/America's 401(k), Inc.

      Jan 2010 - Jan 2017
      Registered Representative/Retirement Plan Consultant

    • ISC Advisors, Inc.

      Jan 2017 - Jan 2021
      Investment Advisor/Retirement Plan Consultant

    • Duke Wealth Management

      Jan 2021 - now
      Partner, Financial Advisor - Retirement Plan Consultant, AIF®, CPFA®

      Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Duke Wealth Management, 3838 Oak Lawn Ave, Suite 1000, Dallas, TX 75219, (214)722-7515. This communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html Show less

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Certified Financial Planner Board of Standards, Inc.

    • General Lines - Life, Accident, Health and HMO

      Texas/Oklahoma

    • Series 66 - Uniform Combined State Law Examination

      FINRA

    • Accredited Investment Fiduciary®

      Fi360, A Broadridge company

    • Certified Plan Fiduciary Advisor®

      National Association of Plan Advisors

    • Series 7 - General Securities Representative

      FINRA