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Dave Moore, Mpas, Rfc profile image

Dave Moore, Mpas, Rfc

Financial Consultant at Raymond James
Intro Book
Seasoned financial advisor with 27 years of experience in financial planning and analysis.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Financial Advisory
  • Retirement
  • Finance
  • Estate Planning
  • Financial Planning
  • Show all
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Bio

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Dave Moore is a seasoned financial professional with 27 years of experience in financial advisory, retirement planning, and estate planning. He holds an MPAS designation and has worked as a Financial Consultant at Raymond James. Moore has also taught as an Adjunct Professor at Northeastern State University. His expertise spans financial analysis, mutual funds, and strategic financial planning. With a strong educational background, including an MS in Personal Financial Planning and a Bachelor of Science in Business Administration, Moore is well-equipped to provide comprehensive financial solutions to clients.

Credentials

  • Registered Financial Consultant
    International Association of Registered Financial Consultants
    Apr, 2005
    - Apr, 2026

Experience

  • Raymond James
    • Tulsa, Oklahoma Area
    • Financial Consultant
      • Sep 1996 - Present
      • Tulsa, Oklahoma Area

      Tulsa Wealth Advisors is not a registered broker-dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

  • Northeastern State University
    • Broken Arrow, OK
    • Adjunct Professor
      • Jan 2017 - May 2017
      • Broken Arrow, OK

Education

  • 2014 - 2016
    College for Financial Planning
    Master Planner Advanced Studies, MPAS, Financial Planning and Services
  • 2014 - 2016
    College for Financial Planning
    Master of Science (M.S.), Financial Planning
  • 2015 - 2015
    Leadership & Reputation Academy
  • 1994 - 1997
    College for Financial Planning
    CFP Professional Education Program, Comprehensive Financial Planning
  • 1988 - 1989
    Defense Language Institute
    Foreign Language Center, Civil Affairs
  • 1979 - 1983
    Northeastern State University
    Bachelor of Science, Business Administration

Suggested Services

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Industry Focus. “Financial Services”

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