Trellanee Moore
Trellanee Moore is a registered investment advisor at LPL Financial LLC, based in Gainesville, FL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3616 SW 34th St, Gainesville, FL, 32068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trellanee operates Vystar Investment Services as a DBA for her LPL business since January 2021. She also works with MAG Legacy Wealth Management selling non-variable insurance products, dedicating about half of her time to this activity since April 2019.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameritas Investment CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sequoia Investments, INC.Broker
Raymond James & Associates, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations6 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.