Investment Advisor- Bird Moore Advisory Group @ (March 2008 - August 2019)
Financial Planner @ (November 2006 - February 2008)
Business Development (Discount Brokerage) @ (January 2003 - February 2005)
Brandon Moore Education
Okanagan University College
(English)
1991-1996
Brandon Moore Skills
Strategic Financial Planning
Investment Advisory
Portfolio Management
Insurance
Mortgage Lending
Financial Advisory
Wealth Management
Mutual Funds
Retirement Planning
Estate Planning
Equities
Retirement
Financial Planning
Financial Services
Investments
Finance
Securities
Wealth
Business Development
Risk Management
Investment Strategies
Asset Management
Brandon Moore Summary
Brandon Moore, based in Kelowna, BC, CA, is currently a Senior Financial Advisor and Associate Portfolio Manager PCG at Raymond James Ltd.. Brandon Moore brings experience from previous roles at TD Wealth Management and TD Waterhouse. Brandon Moore holds a 1991 - 1996 Okanagan University College. With a robust skill set that includes Strategic Financial Planning, Investment Advisory, Portfolio Management, Insurance, Mortgage Lending and more. Brandon Moore has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brandon Moore?
Find contact details for 700 million professionals.