RFG Advisory
43yrs
Top advisor by experience in Vestavia Hills
23yrs
Robert Moore is a fiduciary financial advisor in Vestavia Hills, Alabama, with 23 years in the industry. Robert joined Park Avenue Securities in 2004, a firm offering financial planning, investment management, and selecting outside investment managers. Robert holds the ChFC designation.
One of 121 advisors with offices in Vestavia Hills, and one of 116 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 72% of advisors in Vestavia Hills
Office2828 Old 280 Ct Suite 164, Vestavia Hills, AL 35243
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowPark Avenue Securities LLCCurrent firm
Contact Robert
(888) 600-4667Firm headquarters in New York, NY. Ask for Robert. 2828 Old 280 Ct Suite 164Vestavia Hills, AL 35243Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Park Avenue Securities at (888) 600-4667 and ask for Robert Moore. Robert works from the Vestavia Hills, AL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 23 years. More experience than 72% of advisors in Vestavia Hills.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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