Kayla
Moore

Mml Investors Services, LLC

CRD#6909692
Investment Advisor
in Kansas City, MO

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About this Advisor

Kayla Moore is an advisor based in Kansas City, Missouri. Currently a registered financial advisor at Mml Investors Services, LLC, they have gathered 10 years of work experience in the financial advisory industry. Moore holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Moore is able to advise clients based out of Missouri. Over the course of their career, they have held roles at Mariner Wealth Advisors, LLC, Meara Welch Browne, Pc, Accounting & Advisory Services, Pa, Unemployed - Student, Valued Veterans, LLC, Anb Bank, All Modes Transport, Massmutual Oklahoma and Mml Investors Services, LLC. Mml Investors Services, LLC is based out of Kansas City, Missouri, and has 1,335 additional locations in the United States. Overall, Mml Investors Services, LLC manages $40 billion in assets across 206,878 accounts and retains more than 7,471 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC can provide 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 other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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, Others

Disclosures

No

Office Location

9237 Ward Parkway Suite 208
Kansas City, MO 64114

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MO Average: 118
Total Number of Accounts

206,878

MO Average: 4,567
Average Account Size

$191,239

MO 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

Kayla Moore Work History

Kayla has 10 years of experience.

2020 - Present (2 years)

Massmutual Oklahoma

2020 - Present (2 years)

Mml Investors Services, LLC

2018 - 2020 (2 years)

Mariner Wealth Advisors, LLC

2016 - 2018 (2 years)

Meara Welch Browne, Pc

2015 - 2016 (1 year)

Accounting & Advisory Services, Pa

2014 - 2015 (1 year)

Unemployed - Student

2013 - 2014 (1 year)

Valued Veterans, LLC

2013 - 2013 (< 1 year)

Anb Bank

2010 - 2012 (2 years)

All Modes Transport

Disclosures

Kayla Moore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Gamal Kareem
New York, NY
Phillipe Paret
Miami, FL
Joel Almquist
Pasadena, CA
David Kincannon
Austin, TX
Daniel Dennis
Memphis, TN
Jacalyn Murray
Fort Lauderdale, FL
Dennis Schlegel
Edison, NJ
Jeremy Harness
Chesterfield, MO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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