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Kristi Ann Moore

Kestra Advisory Services, LLC

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About Kristi Ann Moore

Kristi Moore is an Investment Advisor Representative at Kestra Advisory Services, LLC. Kristi has been in the financial services industry since 2004 and has a strong understanding of investment strategies. Kristi is dedicated to providing her clients with personalized financial advice.

Firm Information

Kristi Moore is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristi Moore’s Registration & Firm History

TX

04/28/2016 - Present

Kestra Advisory Services, LLC (TYLER TX)

TX

01/05/2016 - 03/24/2017

KESTRA INVESTMENT SERVICES, LLC (TYLER TX)

TX

11/09/2004 - 01/15/2016

HD VEST INVESTMENT SERVICES (BULLARD TX)

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Licenses & Designations

IA

Issued 01/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristi Ann Moore.
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