Meredith Moore
Meredith Moore is a registered investment advisor at Eagle Strategies LLC, based in Alpharetta, GA, with 26 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1125 Cambridge Square, Suite C, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2015Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Meredith is an insurance broker appointed with various insurance carriers since 2001 and operates under the DBA name of Artisan Financial Strategies, LLC, selling New York Life products and brokering non-registered insurance products. She also delivers practice management training and is involved in various investment committees and volunteer roles, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations27 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.