Kantrell Moore

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2014 → 03/2021
  Rabel Family Dentistry
  Baker, LA
• 06/2016 → 03/2021
  Primerica Financial Services
  Baton Rouge, LA
• 03/2017 → 03/2021
  Pfs Investments Inc.
  Baton Rouge, LA
• 03/2021 → Present
  One Capital Management
  Westlake Village, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-18
• S63 Uniform Securities Agent State Law Examination
  2019-02-11

Other Names

• Kantrell Michan Swain
• Kantrell Swain Moore