Rial Robert Moulton
Investment adviser representative at Moulton Wealth Management, Inc
34 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$159.7MFirm assets
Are you Rial Robert Moulton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
34 years in the industry.
- Moulton Wealth Management, IncFeb 2008 to now
- Rtps Income Tax Preperation, Inc.Jan 2008 to now
- Rial Moulton, Sole ProprietorNov 2002 to now
- Cetera Advisors LLCFeb 2012 to May 2020
- Moulton RealtyJan 2012 to Dec 2024
- Moulton LawFeb 1992 to Dec 2018
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
Moulton Wealth Management, Inc
$159.7MAssets managed
477Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2173845
- Firm CRD
- 304598