Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Donald Moore Work History
Donald has 11 years of experience.
Lpl Financial, LLC
Donald Moore has no disclosures.
Please visit their SEC profile for more details.