Supreme Alliance
47yrs
Top advisor by experience in Charlotte
19yrs
Timothy Moore is a fiduciary financial advisor in Charlotte, North Carolina, with 19 years in the industry. After five years at Vanguard Advisers, Timothy joined Principal Advised Services in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 19% by experience at Principal Advised Services
Office401 McCullough Dr Suite 200, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$61,426
Advisors at the firm224
States licensed ?1 state
Services through Principal Advised Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowPrincipal Advised ServicesCurrent firm
- 2020 – 2025Vanguard Advisers, Inc.Previously
Questions to ask Timothy
Tailored to Timothy’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?
- 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 Timothy
How do I contact Timothy?
Call Principal Advised Services at 866-412-0770 and ask for Timothy Moore. Timothy works from the Charlotte, NC office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2007, about 19 years. Top 19% by experience at Principal Advised Services.
What licenses does Timothy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Principal Advised Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Timothy 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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