AM
ChFC
AM
ChFC

Antonio Moreno

33 Years of Experience
Broker

Antonio Moreno is a ChFC-designated registered investment advisor, based in Orlando, FL, with 33 years of industry experience.

Location

800 N. Magnolia Ave, Ste 1825, Orlando, FL, 32803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Antonio is involved in several business activities, including serving as Acting Vice Chair of the UCF Foundation Board, part ownership in Four Idiots Brewing (spending a few hours per week), and ownership in Fortiv, a private wealth/benefits company (full-time). He also has ownership in multiple business entities for tax/investment purposes.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Independent Financial Partners
October 2009 - Present · 16 yrs 6 mos
Previous Registrations
LPL Financial LLC
June 2004 - January 2012 · 7 yrs 7 mos
LPL Financial LLCBroker
June 2004 - May 2019 · 14 yrs 11 mos
Ws Griffith Securities, INC.
August 1995 - June 2004 · 8 yrs 10 mos
Ws Griffith Securities, INC.Broker
August 1992 - June 2004 · 11 yrs 10 mos
State Registrations14 states
ALAZCOCTFLGAINMDMINHNVTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.