Tyra Moore
Tyra Moore is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 28 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ, 85258
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Regulatory History (1)
Judgment / Lien
January 2024Other Business ActivitiesSells Insurance
Tyra is an insurance agent/producer for non-variable insurance since 2012, and also owns More4UTaxSolutions, a tax preparation/accounting/bookkeeping/CPA business. She is also the principal/owner of More4USolutions: Divorce, a consulting services business, and a solicitor for tax preparation/accounting/bookkeeping/CPA.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Ssn Advisory, INC.
Householder Group Financial Advisors, LLC
Securities Service Network, LLCBroker
UBS Financial Services INC.Broker
Ing Funds Distributor, LLCBroker
Farmers Financial Solutions, LLCBroker
American General Securities IncorporatedBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.