Susan
Moore

Kestra Advisory Services, LLC

CRD#1130216
Investment Advisor
in Montgomery, AL

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About this Advisor

Susan Moore is a financial advisor based in Montgomery, Alabama who has 4 years of industry experience. Moore is on the advisory team at Kestra Advisory Services, LLC. Moore has gained experience at Lpl Financial, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Moore holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Alabama and Texas. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 employees. It handles $42 billion in assets under management across its 140,407 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Kestra Advisory Services, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7245 Halcyon Summit Drive
Montgomery, AL 36117

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

AL Average: $3,042,739,679
Total Number of Employees

1,311

AL Average: 49
Total Number of Accounts

140,407

AL Average: 2,315
Average Account Size

$297,671

AL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Susan Moore Work History

Susan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2006 - Present (18 years)

Lpl Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Susan Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Garrett Frey
Pittsburgh, PA
Jacob Kogler
Saint Paul, MN
Stanton Wheeler
Saint Augustine, FL
Eloisa Vela
Austin, TX
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Charles Campbell
Charlotte, NC
Jacob Rinvelt
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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