Joseph Glenn Moore
Investment adviser representative at Summit Financial, LLC
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$26.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
16 years in the industry.
- Summit Financial, LLCSep 2024 to now
- Gordon Asset Management, LLCDec 2020 to Dec 2024
- Gibraltar Financial, LLCJan 2018 to Dec 2020
- Gordon Asset Management, LLCApr 2010 to Jan 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
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
- 5535483
- Firm CRD
- 299322