Lorie
Moore

Lpl Financial LLC

CRD#2454406
Investment Advisor
in Atlanta, GA
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About this Advisor

Lorie Moore is a certified financial planner and chartered financial consultant in Atlanta, Georgia. Currently a registered advisor with Lpl Financial LLC, Moore has 15 years of professional experience in the financial advisory industry. Moore holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Moore is registered to serve clients in Georgia and Texas. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Inc and Lpl Financial LLC. Lpl Financial LLC is located in Atlanta, Georgia, and has 8,011 other offices in the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 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

Disclosures

Yes

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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

Lorie Moore Work History

Lorie has 15 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2003 - 2011 (8 years)

Securities America, Inc

2003 - 2011 (8 years)

Securities America Advisors, Inc

Disclosures

Lorie Moore has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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