Richard Gordon Mooney
Founder at Allen, Mooney & Barnes Investment Advisors LLC
Profile
Mr. Richard G.
Mooney, III, is a Co-Founder & Managing Partner at Allen, Mooney & Barnes Investment Advisors LLC.
He is on the Board of Directors at Georgia Cancer Coalition.
Before founding AMB, Mr. Mooney and M.H.
Allen formed a partnership at Merrill Lynch, Pierce, Fenner & Smith, Inc. that continued when they joined Shields & Company, a member of the New York Stock Exchange.
He was also a Vice President with the Citizens and Southern National Bank, managing the marketing department and serving as a commercial lending officer.
He specialized in trust services work for corporations and high-net-worth individuals in South Georgia.
He received his BS in Business Administration from Georgia Southwestern State University and his graduate degree from Louisiana State University-Banking School of the South.
He is a registered principal, a registered investment advisor representative, a general securities representative and holds life and health insurance licenses for the state of Georgia.
Richard Gordon Mooney active positions
| Companies | Position | Start |
|---|---|---|
Allen, Mooney & Barnes Investment Advisors LLC
 Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients. | Founder | 2001-05-31 |
Georgia Cancer Coalition
 Georgia Cancer Coalition Miscellaneous Commercial ServicesCommercial Services Georgia Cancer Coalition provides cancer research services. The company was founded by Hamilton Jordan on October 25, 2000 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Former positions of Richard Gordon Mooney
| Companies | Position | End |
|---|---|---|
Southern National Bank
 Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Pierce Fenner & Smith, Inc. | Corporate Officer/Principal | - |
Shields & Co.
 Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Corporate Officer/Principal | - |
Training of Richard Gordon Mooney
| Georgia Southwestern State University | Undergraduate Degree |
| Graduate School of Banking at Louisiana State University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Finance |
Allen, Mooney & Barnes Investment Advisors LLC
Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients. | Finance |
Southern National Bank
Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Finance |
| Pierce Fenner & Smith, Inc. | Finance |
Georgia Cancer Coalition
Georgia Cancer Coalition Miscellaneous Commercial ServicesCommercial Services Georgia Cancer Coalition provides cancer research services. The company was founded by Hamilton Jordan on October 25, 2000 and is headquartered in Atlanta, GA. | Commercial Services |
| Merrill Lynch & Co., Inc. | Finance |
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