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 based in Waco, Texas with a total of 8 years of relevant experience. Moore is currently employed by Disciplined Investors, L.L.C. Over the course of their career, they have held roles at Disciplined Investors, LLC and Research Tax Consultants. Moore maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Texas. Disciplined Investors, L.L.C is an advisory company that has its headquarters in Waco, TX. It administers $458 million in assets under management among its 1,297 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,297 client accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the financial services provided. However, fees charged by Disciplined Investors, L.L.C can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

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

$458,375,166

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

6

TX Average: 49
Total Number of Accounts

1,297

TX Average: 2,315
Average Account Size

$353,412

TX Average: $1,314,358

Investment Advisory Services

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

Sabrina Moore Work History

Sabrina has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Disciplined Investors, LLC

2009 - 2015 (6 years)

Research Tax Consultants

*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 Sabrina 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 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 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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