Angela Moore
Angela Moore is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Roswell, GA, with 21 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B 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 | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
1243 Canton St, Roswell, GA, 30075
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 Activities
Angela works as a client associate at Canton Wealth Partners, performing registered representative activities through Kestra Investment Services. This role involves client services and takes up Angela's full-time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 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.
Exams
More Advisors
- David CombsKestra Private Wealth Services, LLC
- Matthew West, CFPKestra Private Wealth Services, LLC
- Andrew Sperry, CFPOsaic Wealth, INC.
- Tomas Blanno, ChFCTomas A. Blanno and Company, LLC
- Andrew Avera, CFPJourney Beyond Wealth
- Stephen Young, CFPEdward Jones