Raymond James & Associates
44yrs
Top 1% by experience in Florida
12yrs
David Moon
Financial advisor at Commonwealth Financial Network
David Moon has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Palm Coast, Florida. David has been with Commonwealth Financial Network since 2015. David holds the CFP® designation.
One of 74 advisors with offices in Palm Coast, and one of 70 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office4 Concorde Lane Suite 1, Palm Coast, FL 32137
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Commonwealth Financial Network at 781-736-0700 and ask for David Moon. David works from the Palm Coast, FL office.
How long has David been a financial advisor?
David has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David 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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