Donald
Moore

Lpl Financial LLC

CRD#2519586
Investment Advisor
in Austin, TX
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About this Advisor

Donald Moore is a certified financial planner located in Austin, Texas. Currently an investment advisor at Lpl Financial LLC, Moore has 11 years of work experience as a financial advisor. Moore holds Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Moore can serve investors in Texas. Moore has worked their entire career at Lpl Financial LLC. Lpl Financial LLC is headquartered in Austin, Texas, and operates out of 8,011 locations in the United States. In total, Lpl Financial LLC oversees $153 billion in assets across 680,466 accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial 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 commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

No

Office Location

4201 Bee Caves Road # C-108
Austin, TX 78746

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

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

22,703

TX Average: 118
Total Number of Accounts

680,466

TX Average: 4,567
Average Account Size

$224,156

TX 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

Donald Moore Work History

Donald has 11 years of experience.

2007 - Present (12 years)

Lpl Financial, LLC

Disclosures

Donald Moore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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