Brian Moon
Brian Moon is a registered investment advisor at Toro Bravo Investment Advisors, LLC, based in Amarillo, TX, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 154 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
3418 Olsen Blvd, Suite A, Amarillo, TX, 79109
Get directionsHistory
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
Brian works as a wealth manager for Toro Bravo Investment Advisors, LLC, dedicating nearly full-time hours. He also works as a tax preparer, consultant, managing member of Toro Bravo Insurance Holdings (routing insurance commissions and selling insurance), chairman of the board for a charity, and a guitar player.
Employment History
Current Registrations
Toro Bravo Investment Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Brokersxpress LLC
Brokersxpress LLCBroker
Institutional Securities Corporation
Institutional Securities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward JonesBroker
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.