Brian
Moore

Securities America Advisors, Inc

CRD#338759
Investment Advisor
in Blacksburg, VA

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About this Advisor

Brian Moore is a chartered financial consultant operating in Blacksburg, Virginia with a total of 22 years of relevant experience. Moore is currently employed by Securities America Advisors, Inc. Throughout their career, they have worked at Brian M Moore Clu And Associates, American General Life Ins Co, Securities America, Inc, Hill Carder Insurance, Securities America Advisors and Carper Insurance Associates. Moore has a Series 63 license, designating them as a securities agent, and is approved to work in Virginia. Securities America Advisors, Inc is a registered investment business that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in assets under management across its 200,228 client accounts, placing it among the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the services. However, fees billed by Securities America Advisors, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

209 North Main Street
Blacksburg, VA 24060

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

VA Average: $1,978,216,465
Total Number of Employees

3,748

VA Average: 226
Total Number of Accounts

200,228

VA Average: 7,467
Average Account Size

$190,602

VA Average: $264,928

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

Brian Moore Work History

Brian has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

Securities America Advisors

2001 - Present (23 years)

Carper Insurance Associates

1997 - Present (27 years)

Hill Carder Insurance

1992 - Present (32 years)

Securities America, Inc

1973 - Present (51 years)

American General Life Ins Co

1971 - Present (53 years)

Brian M Moore Clu And Associates

*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 Brian 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 Securities America Advisors, Inc

Mark Hansen
San Jose, CA
Neil Daley
Bristol, CT
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Clint Eikmeier
Omaha, NE
Denis Conlon
Orland Park, IL
Christopher Conti
Johnston, RI
Andi Yao
Burlingame, CA

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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