Nicholas
Moore

Advisor Resource Council

CRD#6516853
Investment Advisor
in Dallas, TX

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About this Advisor

Nicholas Moore is a chartered financial analyst working out of Dallas, Texas with 1 year of relevant experience. Moore is currently employed by Advisor Resource Council. During their career, Moore has held roles at Charles Schwab & Co., Inc, Ibex Medical, Icon Partners, 6630 Auto Sales, Southwestern University, Heb, Artemis Capital Advisers, Lp and Advisor Resource Council. Moore has a Series 63 license, qualifying them as a securities broker, and is registered to operate in Texas. Advisor Resource Council is an advisory company that has its headquarters in Dallas, TX. It has offices in 52 locations and a total of 134 financial advisors. It has $2 billion in total assets among its 11,081 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 34 charitable organizations. Of its 11,081 client accounts, 29% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services are offered. Fees charged by Advisor Resource Council most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15110 Dallas Parkway Suite 500
Dallas, TX 75248

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Advisor Resource Council Brokerage Details

Total Assets Under Management

$2,318,721,938

TX Average: $3,042,739,679
Total Number of Employees

134

TX Average: 49
Total Number of Accounts

11,081

TX Average: 2,315
Average Account Size

$209,252

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nicholas Moore Work History

Nicholas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Advisor Resource Council

2019 - 2022 (3 years)

Artemis Capital Advisers, Lp

2015 - 2018 (3 years)

Charles Schwab & Co., Inc

2014 - 2015 (1 year)

Ibex Medical

2014 - 2015 (1 year)

Icon Partners

2013 - 2014 (1 year)

6630 Auto Sales

2013 - 2014 (1 year)

Heb

2012 - 2013 (1 year)

Southwestern University

2011 - 2015 (4 years)

Southwestern University

*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.

Disclosures

Please visit the SEC profile of Nicholas 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 Advisor Resource Council

William Atkins
Dallas, TX
Brian Ruff
Dallas, TX
Justin Childress
Oxford, MS
Tara Howey
Dallas, TX
John Borden
Dallas, TX
Ryan Mullin
Dallas, TX
Travis Floyd
Southlake, TX
Paige St. Martin
Metairie, LA

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 profile-compliance@smartasset.com.

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

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