Planrock Investments LLC

Investment Advisor
in Beechgrove, TN

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About this Advisor

Angela Moore is a financial advisor working out of Beechgrove, Tennessee with a total of 2 years of industry experience. Moore is an employee of Planrock Investments LLC. During their career, the advisor has held roles at Planrock Investments LLC, Compass Advisory Partners, University Of Findlay and Calvary Baptist Church. Moore holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in Tennessee. Planrock Investments LLC is a financial advisory business operating out of Franklin, TN. It has $24 million in assets across its 80 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Planrock Investments LLC has a set of services, such as portfolio management for individuals and small businesses and other services. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types billed by Planrock Investments LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Beechgrove, TN

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Planrock Investments LLC Brokerage Details

Total Assets Under Management


TN Average: $730,596,643
Total Number of Employees


TN Average: 15
Total Number of Accounts


TN Average: 968
Average Account Size


TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Angela Moore Work History

Angela has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Planrock Investments LLC

2020 - 2021 (1 year)

Compass Advisory Partners

2015 - 2018 (3 years)

University Of Findlay

2007 - 2015 (8 years)

Calvary Baptist Church

*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.


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 Planrock Investments LLC

Angela Moore
Beechgrove, TN
David Moore
Beechgrove, TN

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

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