Aaron
Moore

Lpl Financial LLC

CRD#6652052
Investment Advisor
in San Mateo, CA

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About this Advisor

Aaron Moore is a financial advisor operating in San Mateo, California with a total of 3 years of industry experience. Moore is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Minnesota Life, Securian Financial Services Inc, Sgc Financial, Thomas Edison Charter Academy, Pajaro Valley Unified School District and Lpl Financial. Moore maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Lpl Financial LLC is a registered investment firm based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in total assets between its 1,688,501 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1510 Fashion Island Blvd Suite 380
San Mateo, CA 94404

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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
  • Educational seminars/workshops
  • Other

Aaron Moore Work History

Aaron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial

2016 - Present (8 years)

Sgc Financial

2016 - 2020 (4 years)

Minnesota Life

2016 - 2020 (4 years)

Securian Financial Services Inc

2015 - 2016 (1 year)

Thomas Edison Charter Academy

2004 - 2015 (11 years)

Pajaro Valley Unified School District

*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 Aaron 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Diane Winner
Ann Arbor, MI
Scott Fritz
Exton, PA
Kelsey Odey
Denver, CO
Joseph Mastroianni
Venice, FL
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL

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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