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  • OSJ@wealthplanfinancial.com

Kelly R. Moore

  2. Kelly R. Moore

Kelly R. Moore

Financial Advisor, Moore Allen Financial Group LLC 

Kelly is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and a founding member of the Moore | Allen Financial Group LLC., with over 30 years’ experience in the financial services industry. His primary focus is risk management, long-term personal investments, and asset management programs for individuals and corporations. He works closely with his clients to understand their goals and provides them with investment strategies while monitoring each client’s portfolio performance. Kelly focuses on individual clients and corporations with unique needs, values, and goals.

His approach is simple. Kelly provides wealth planning, analysis, and strategies to help clients work toward their objectives while taking as little risk as possible. In addition, Kelly has a focus on executive compensation plans. He believes in personal service and engagement with the client. Hence, our motto is: Risk Management.

Outside of work, Kelly enjoys the outdoors and is an avid saltwater fisherman. 

 

 

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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