Kevin Moore
Kevin Moore is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Tolar, TX, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
Tolar, TX
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Regulatory History (1)
Customer Dispute
March 2018Other Business Activities
Kevin is an independent driver for Uber, the owner of Penguin Guns (a sporting goods store), the owner of Moore Financial Group (an independent financial advisor clearing through Calton & Associates), and the owner of Outdoor Adventures (scuba instruction and travel). He dedicates nearly full-time hours to Moore Financial Group, a few hours per week to Uber and Penguin Guns, and minimal time to Outdoor Adventures.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Allstate Financial Services, LLCBroker
Locust Street Securities, INC.Broker
Ameritas Investment CORP.Broker
Manulife Wood Logan, INC.Broker
AmeritradeBroker
Wood Logan Associates, INC.Broker
First Investors CorporationBroker
State Registrations4 states
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.