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Kenneth Galen Moore

Core Wealth Advisors, Inc.

Lakeland, FL

CRD 7558948

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Employer firm

Core Wealth Advisors, Inc. CRD 174386

$702M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Core Wealth Advisors, Inc.

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-12
  • FL RA
    APPROVED
    Since 2023-10-12

Branch Locations

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Wealth Advisors, Inc. Lakeland FL 06/2019 Present
Cla (Cliftonlarsonallen) Tampa FL 01/2019 04/2019
Land South Management Lakeland FL 10/2017 12/2018
The First National Bank Wiscasset ME 06/2016 08/2017
Florida Southern College Lakeland FL 08/2016 05/2021
  • 06/2019 → Present
    Core Wealth Advisors, Inc.
    Lakeland, FL
  • 01/2019 → 04/2019
    Cla (Cliftonlarsonallen)
    Tampa, FL
  • 10/2017 → 12/2018
    Land South Management
    Lakeland, FL
  • 06/2016 → 08/2017
    The First National Bank
    Wiscasset, ME
  • 08/2016 → 05/2021
    Florida Southern College
    Lakeland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-03
  • S65 Uniform Investment Adviser Law Examination
    2023-10-03
Other Names
  • Ken Moore

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.

Nearby Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT

Nearby Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL

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