Angela
Moore
Kestra Private Wealth Services, LLC
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About this Advisor
Angela Moore is a financial advisor working in Roswell, Georgia with 1 year of industry experience. Moore works at Kestra Private Wealth Services, LLC. Their career trajectory has included roles at Merrilll Lynch, Pierce, Fenner & Smith Inc, Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Moore has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Kestra Private Wealth Services, LLC is a firm based in Austin, TX. The firm has offices in 42 locations and a total of 119 financial advisors. It oversees $5 billion in assets among its 14,374 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 15 charitable organizations. Of its 14,374 accounts, 23% belong to high-net-worth clients who have at least $1 million in assets. Kestra Private Wealth Services, LLC provides a diverse array 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 for financial advice typically vary depending on the type of financial services provided. Fees billed by Kestra Private Wealth Services, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Angela Moore Work History
Angela has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Merrilll Lynch, Pierce, Fenner & Smith Inc
*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 Angela 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 Private Wealth Services, LLC
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Huntersville, NC
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Austin, TX
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Clinton, MT
Greenville, SC
Austin, TX
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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