Chris Moran, Cfp®, Aif® Email and Phone Number
Chris Moran, Cfp®, Aif® work email
- Valid
Chris Moran, Cfp®, Aif® personal email
Chris Moran, Cfp®, Aif® phone numbers
Chris and his team specialize in retirement planning, senior and estate planning, and investment management. Chris co-founded PRIME Wealth Management in 2012 with Dale Rice, CFP,®. The people who work at PRIME Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also take pride working one on one to help clients with their specific needs. Our staff is always ready to address your concerns, answer your questions, and help with your future. This communication is strictly intended for individuals residing in the states of (CA,CT,DC,DE,HI,MD,NC,NE,NY,PA,SC,VA). No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, Member
Brightview Financial Services
View- Website:
- brightviewfinancial.ca
- Employees:
- 3
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Financial AdvisorBrightview Financial Services Mar 2022 - PresentBethesda, Maryland, United States
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Managing PartnerPrime Wealth Management May 2012 - Mar 20226701 Democracy Blvd, Suite 555, Bethesda, Md 20817 -
Vice President Financial AdvisorLpl Financial - Sandy Spring Bank Dec 2003 - May 2012Rockville, Md -
Vice President Financial AdvisorMerrill Lynch May 2000 - Dec 2003Rockville, Md
Chris Moran, Cfp®, Aif® Skills
Chris Moran, Cfp®, Aif® Education Details
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Business Administration And Management, General -
Certificate Of Financial Planning
Frequently Asked Questions about Chris Moran, Cfp®, Aif®
What company does Chris Moran, Cfp®, Aif® work for?
Chris Moran, Cfp®, Aif® works for Brightview Financial Services
What is Chris Moran, Cfp®, Aif®'s role at the current company?
Chris Moran, Cfp®, Aif®'s current role is Partner at Brightview Financial Services.
What is Chris Moran, Cfp®, Aif®'s email address?
Chris Moran, Cfp®, Aif®'s email address is cm****@****ewm.com
What is Chris Moran, Cfp®, Aif®'s direct phone number?
Chris Moran, Cfp®, Aif®'s direct phone number is (240) 855*****
What schools did Chris Moran, Cfp®, Aif® attend?
Chris Moran, Cfp®, Aif® attended University Of Nebraska-Lincoln, Georgetown University.
What are some of Chris Moran, Cfp®, Aif®'s interests?
Chris Moran, Cfp®, Aif® has interest in Children, Economic Empowerment, Education, Environment, Disaster And Humanitarian Relief, Health.
What skills is Chris Moran, Cfp®, Aif® known for?
Chris Moran, Cfp®, Aif® has skills like Financial Services, Retirement Planning, Finance, Investment Management, Portfolio Management, Financial Planning, Alternative Investments, Mutual Funds, Financial Modeling, College Education Planning, Retirement Income Strategies, Fixed Income.
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