Kristi Moore is a registered investment advisor at Kestra Advisory Services, LLC, based in Tyler, TX, with 21 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
3304 S Broadway, Suite 202, Tyler, TX, 75701
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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
Kristi is an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating nearly all of her time to this role. She is also a member of Lucy Girl, LLC, Prothro, Wilhelmi & Company, PLLC (as a CPA), and WPBM, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
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.
Exams
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