AM
CFP
AM
CFP

Amy Elizabeth Moore

4 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
379 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$491.9M

Fee Structure

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Location

301 S. Main Street, Suite 203, Blacksburg, VA, 24060

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Olio Financial Planning
March 2021 - Present · 4 yrs 11 mos
State Registrations2 states
NCVA
Advisor
Exams
No exam information available for this advisor.