Danny Lee Moore
Investment adviser representative at Epg Wealth Management LLC
19 yearsExperience
1 stateRegistered in
$579.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Epg Wealth Management LLCJun 2019 to now
- Arkadios CapitalJan 2017 to now
- Dlm Financial Servies, IncDec 2007 to now
- Acg Wealth IncJul 2009 to Nov 2020
- Triad Advisors, IncMay 2009 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Epg Wealth Management LLC
$579.1MAssets managed
1,194Clients
11Advisers
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
- 2662931
- Firm CRD
- 302075