Donna Loraine Cournoyer
Investment adviser representative at Moore Financial Advisors, Ltd.
15 yearsExperience
1 stateRegistered in
$127.2MFirm assets
1 yearFirm 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
Experience
15 years in the industry.
- Moore Financial Advisors, Ltd.Jan 2023 to now
- Salve Regina UniversitySep 2011 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
Moore Financial Advisors, Ltd.
$127.2MAssets managed
92Clients
3Advisers
1 yearIn 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
- 5694052
- Firm CRD
- 130421