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Gentry Moore, Aif®, Cpfa® Email & Phone Number
Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP®, AIF®, CPFA®
at
Duke Wealth Management
1 work email found
@yoursummit.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP®, AIF®, CPFA®
Location
Dallas, Texas, United States
Company size
Who is Gentry Moore, Aif®, Cpfa®? Overview
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Quick answer
Gentry Moore, Aif®, Cpfa® is listed as Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP®, AIF®, CPFA® at Duke Wealth Management, a with 3 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at yoursummit.com and a matched LinkedIn profile for Gentry Moore, Aif®, Cpfa®.
Gentry Moore, Aif®, Cpfa® previously worked as Partner, Financial Advisor - Retirement Plan Consultant, AIF®, CPFA® at Duke Wealth Management and Investment Advisor/Retirement Plan Consultant at Isc Advisors, Inc.. Gentry Moore, Aif®, Cpfa® studied at Oklahoma State University.
Company email context
Email format at Duke Wealth Management
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*@yoursummit.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gentry Moore, Aif®, Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Gentry Moore, Aif®, Cpfa®
Gentry Moore, Aif®, Cpfa® is a Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP®, AIF®, CPFA® at Duke Wealth Management.
Current workplace
Gentry Moore, Aif®, Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Duke Wealth Management
5 roles · 23 years
Gentry Moore, Aif®, Cpfa® work experience
A career timeline built from the work history available for this profile.
Partner, Financial Advisor - Retirement Plan Consultant, Aif®, Cpfa®
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Duke Wealth Management, 3838 Oak Lawn Ave, Suite 1000, Dallas, TX 75219, (214)722-7515. This communication is strictly intended for individuals residing in the state of Texas. 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. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Investment Advisor/Retirement Plan Consultant
Isc Advisors, Inc.
2017 - 2021
~4 yrs
Registered Representative/Retirement Plan Consultant
Nfp Securities/Kestra Financial/America'S 401(K), Inc.
2010 - 2017
~7 yrs
Relationship Manager/Operations Associate
2004 - 2009
~5 yrs
2 education records
Gentry Moore, Aif®, Cpfa® education
Education record
Education record
FAQ
Frequently asked questions about Gentry Moore, Aif®, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Gentry Moore, Aif®, Cpfa® work for?
Gentry Moore, Aif®, Cpfa® works for Duke Wealth Management.
What is Gentry Moore, Aif®, Cpfa®'s role at Duke Wealth Management?
Gentry Moore, Aif®, Cpfa® is listed as Partner, Private Wealth Advisor - Retirement Plan Consultant, CFP®, AIF®, CPFA® at Duke Wealth Management.
What is Gentry Moore, Aif®, Cpfa®'s email address?
AeroLeads has found 1 work email signal at @yoursummit.com for Gentry Moore, Aif®, Cpfa® at Duke Wealth Management.
Where is Gentry Moore, Aif®, Cpfa® based?
Gentry Moore, Aif®, Cpfa® is based in Dallas, Texas, United States while working with Duke Wealth Management.
What companies has Gentry Moore, Aif®, Cpfa® worked for?
Gentry Moore, Aif®, Cpfa® has worked for Duke Wealth Management, Isc Advisors, Inc., Nfp Securities/Kestra Financial/America'S 401(K), Inc., and Direct Trading Institutional.
How can I contact Gentry Moore, Aif®, Cpfa®?
You can use AeroLeads to view verified contact signals for Gentry Moore, Aif®, Cpfa® at Duke Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Gentry Moore, Aif®, Cpfa® attend?
Gentry Moore, Aif®, Cpfa® studied at Oklahoma State University.
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