About

Based in Lexington, VA, Fonda Moore Coffey serves as a licensed investment advisor and broker. She is affiliated with LPL FINANCIAL LLC., a firm specializing in brokerage services for the trading of securities and commodities, including equities, stocks, bonds and REITs, catering to a clientele of over a million individuals.

'I became a financial advisor to educate and advocate for individuals and families, and to help them maintain a healthy level of financial confidence through different seasons of life.

I entered the financial advisory field with a mission to educate and support individuals and families in maintaining robust financial confidence across various life stages. My passion for this industry stems from years of personal and professional experience, recognizing the critical role financial security plays in realizing one's full potential and life aspirations.

Throughout my journey, I have collaborated with various firms, absorbed diverse strategies and concepts, earned professional designations, and developed a structured step by step process for families. Consistently applied over the long term, this process empowers families to gain clarity and confidence in achieving their financial objectives. I prioritize what matters most to my clients, reflecting a philosophy centered on proactive preparation. I look forward to working together in achieving your financial goals.'

SEC Adviser Info FINRA

Statistics

19K

Happy Clients

8

State Licenses

273k

Profitable Trades

17

Years of experience

Forex

87%

Real Estate

92%

Stocks

91%

Oil & Gas

94%

Services

Stocks

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

Portfolio Management

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk .

E-currency

It’s hard to evaluate the exact number of e-currencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your crypto experience an easy one for you.

Reit-Fund

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

Mutual Funds

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

Consultation

Have a chat and call with the expert on Investment options and opportunities to suit your financial goals.

Investment Planning

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals. It’s also important to define your timeline and how much risk you’re willing to take on in order to determine your optimal asset allocation. This is why we’re here for you, let’s help you start the plan.

Bonds

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal. In return, investors usually receive a fixed, periodic interest payment from the entity that issued the bond.

Testimonials

Contact Me

My aim to assist those eager to develop a portfolio across the continent. I value engaging discussions with clients, recognizing that success is a collaborative effort achievable through persistence and diligence.

info@fondamoorecoffey.com +17037218399 WhatsApp Facebook