John Moore
John Moore is a registered investment advisor at Equilibria Wealth Management, LLC, based in Odessa, TX, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 116 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equilibria Wealth Management charges a negotiable annual fee based on the total value of your portfolio. The exact fee can vary depending on your circumstances. Fees are paid quarterly in advance.
Location
3925 Hadden Dr., Odessa, TX, 79765
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1998Other Business Activities
John owns and handles sales and marketing for Equilibria Earth, dba Fruit and Me, a fruit compote manufacturing business, dedicating about 10-20% of his time. He is also a Realtor/Owner of Gabrianna LLC and a Managing Member of Moore Help, LLC, but spends minimal time on these activities.
Employment History
Current Registrations
Equilibria Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Principal Financial Securities,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.