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, working with Disciplined Investors, L.L.C. Sabrina has previously held positions at Disciplined Investors, LLC and Research Tax Consultants. Sabrina has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Sabrina is part of Disciplined Investors, L.L.C, which operates out of Waco, Texas. The firm has 7 employees and manages assets totaling $577.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Disciplined Investors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$577,339,675

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

7

TX Average: 49
Total Number of Accounts

1,378

TX Average: 2,315
Average Account Size

$418,969

TX Average: $1,314,358

Investment Advisory Services

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

Sabrina Moore Work History

2015 - Present (9 years)

Disciplined Investors, LLC

2009 - 2015 (6 years)

Research Tax Consultants

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

Terra Penner
Waco, TX
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 6/19/2024. 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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