Cornerstone Financial Strategies, LLC
Travis Moore, MBA, CFP®, AAMS®
Managing Principal
Summerville Office
Professional Background
Travis' client base stretches across the country, with a healthy concentration of clients in South Carolina. A specialist in goals-based investment planning, individual retirement accounts, and asset protection, he prides himself on delivering a highly personalized investor experience.
Educational Background
Master of Business Administration, MBA, Charleston Southern University
Bachelor of Business Administration (Cum Laude), BBA, Marshall University
Certified Financial Planner Education Program, College of Charleston
Professional Marks
CERTIFIED FINANCIAL PLANNER™,CFP®
ACCREDITED ASSET MANAGEMENT SPECIALIST™, AAMS®
FINRA Examinations
Series 66 - Uniform Combined State Law Examination Dec. 29, 2006
Series 63 - Iniform Securities Agent State Law Examination Dec. 2, 2004
SIE - Securities Industry Essentials Examination Oct. 1, 2018
Series 7 - General Securities Representative Examination Nov. 29, 2004
Series 24 - General Securities Principal Examination April 30, 2015
Personal and Community
Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children.