Best Investors Account Sign in
Inactive

Kantrell Moore

One Capital Management, LLC

Westlake Village, CA

Baton Rouge, LA

Claim This Profile
Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-12-08
  • LA RA
    APPROVED
    Since 2022-12-08

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Baton Rouge, LA • 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
Rabel Family Dentistry Baker LA 09/2014 03/2021
Primerica Financial Services Baton Rouge LA 06/2016 03/2021
Pfs Investments Inc. Baton Rouge LA 03/2017 03/2021
One Capital Management Westlake Village CA 03/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-18
S63 Uniform Securities Agent State Law Examination 2019-02-11
  • 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

View on SEC IAPD

Other Firms

MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN

Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor