Conor Moore is a CFP-designated registered investment advisor at LPL Financial LLC, based in Windsor, CT, with 22 years of industry experience. Conor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
One Orange Way, C4-S, Windsor, CT, 06095
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2005Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
Investors Capital CORP.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
MML Investors Services, INC.Broker
MML Distributors, LLCBroker
State Registrations53 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
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