Charles Michael Moore

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Ingleside Financial Group Llc
  Macon, GA
• 12/2015 → 04/2024
  Lincoln Financial Advisors Corporation
  Macon, GA
• 04/2024 → Present
  Osaic
  Macon, GA

Previous Registrations

• 2015-01-05 → 2024-04-29
  Osaic Fa, Inc.
  Macon, GA
  Fort Wayne, IN
  Eatonton, GA
• 2010-10-25 → 2015-12-26
  Voya Financial Advisors, Inc.
  Macon, GA
• 2004-01-23 → 2010-10-26
  Securities America Advisors, Inc.
  Macon, GA
• 2003-02-04 → 2005-12-31
  Ameriprise Financial Services, Llc
  Atlanta, GA

Other Businesses

1. Charles Moore, Macon, GA Category: Real Estate Rental Investment-Related: Yes Title: Owner Duties: maintains property and collects rent. Start Date: 1/2016 Hours per month: 5 Hours per month during trading hours: 5 2. Ingleside Financial Group, LLC, 2411 Ingleside Avenue, Macon, GA Category: Insurance Investment-Related: Yes Title: Agent Duties: offers fixed/indexed annuities and traditional life insurance products Start Date: 1/2016 Hours per month: 20 Hours per month during trading hours: 20 3.Church Elder 1971South Main Greensboro Ga. Church Oversight No comp. 3. CHURCH ELDER POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2024 ADDRESS: 1971 S Main St, Grreensboro GA 30642, United States DESCRIPTION: Church oversight 4. CHARLES MICHAEL MOORE SR POSITION: Self NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2024 ADDRESS: 1280 Parks Mill Trce, Greensboro GA 30642, United States DESCRIPTION: Annuity and Life and DI Sales 5. 2411INGLESIDE AVE MACON GA OFFICE RENT. POSITION: owner NATURE: office building INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/1987 ADDRESS: 2411 Ingleside Ave Macon ga, Macon GA 31204, United States DESCRIPTION: owner collect monthly rent 6. INGLESIDE FINANCIAL GROUP POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/08/2009 ADDRESS: 2411 Ingleside Ave, Macon GA 31204, United States DESCRIPTION: administrative

Exams

• S66 Uniform Combined State Law Examination
  2006-05-25

Designations

• Certified Financial Planner

Other Names

• Charles Michael Moore