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Bob Moore

Helping Families Prepare for Their Financial Future ~ LPL Investment Advisor Representative at Lee Wealth Management

Bob Moore is a dedicated financial professional with a Client First mentality and a focus on the 'IOWA Process'. Located at Lee Wealth Management, Bob helps individuals, families, and businesses align their financial and investment strategies with their unique needs, goals, and risk tolerance.

Bob's mission is to offer personalized financial advice and portfolio management with the highest level of service and integrity, aiming at achieving financial independence for every client. He is committed to providing ongoing and integrated Wealth Analysis to ensure clients are on track to meet their financial goals.

With a background studying International Studies and Entrepreneurship Certificate at the University of Iowa, Bob has a solid educational foundation. He is currently expanding his knowledge at The American College, further enhancing his expertise in financial planning and wealth management.

Bob Moore has held various positions in the financial industry, including President and Investment Advisor Representative at Moore Financial Partners, Financial Advisor at Wells Fargo Advisors, Independent Financial Consultant at Cedar Valley Financial Group, and more. He currently serves as an LPL Investment Advisor Representative at Lee Wealth Management.

In addition to his professional roles, Bob has experience in sales positions at Thomas L. Cardella & Associates and TMone, demonstrating a diverse skill set and a strong work ethic.

Bob Moore can be contacted via email at [email protected] or by phone at O: 319.266.0096, C: 319.230.2182. He is focused on serving clients in states like CA, CO, and IA, offering securities and advisory services through LPL Financial, a registered investment advisor.

Bob Moore
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Location

Cedar Falls, Iowa, United States