Sabrina
Moore

Disciplined Investors, L.L.C

CRD#6557632
Investment Advisor
in Waco, TX

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About this Advisor

Sabrina Moore is a financial advisor operating in Waco, Texas, with a total of 13 years of experience as a financial advisor. Moore works at Disciplined Investors, L.L.C. The advisor has gained experience at Disciplined Investors, LLC and Research Tax Consultants. Moore holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Texas. Disciplined Investors, L.L.C is a financial advisory business that has its headquarters in Waco, Texas. It administers $495 million in total assets across its 1,213 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,213 client accounts, 24% are held by high-net-worth investors who have at least $1 million in investable assets. Disciplined Investors, L.L.C performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are offered. Fees billed by Disciplined Investors, L.L.C likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 North 6Th Street, Suite 500
Waco, TX 76701

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Disciplined Investors, L.L.C Brokerage Details

Total Assets Under Management

$495,033,435

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

5

TX Average: 49
Total Number of Accounts

1,213

TX Average: 2,315
Average Account Size

$408,107

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sabrina Moore Work History

Sabrina has 13 years of experience.

2015 - Present (7 years)

Disciplined Investors, LLC

2009 - 2015 (6 years)

Research Tax Consultants

Disclosures

Sabrina Moore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Disciplined Investors, L.L.C

Angelo Ochoa
Waco, TX
Sabrina Moore
Waco, TX
Russell Livesay
Waco, TX
Cheryl Traudt
Waco, TX
Todd Stoner
Waco, TX

The content in this profile was updated by SmartAsset on 04/01/2022 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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