Timothy Moore
Timothy Moore is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in North, PA, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
North, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates Blackbridge Financial as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance, dedicating full-time hours to each. He also owns Lake Daze, a real estate rental business, spending a few hours per week on it.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations10 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.