Derek Brian Moore
Investment adviser representative at Zega Investments, LLC
12 yearsExperience
2 statesRegistered in
$614MFirm assets
2 yearsFirm in business
Are you Derek Brian Moore? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Zega Investments, LLCJun 2024 to now
- Zega Financial, LLCJan 2014 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Zega Investments, LLC
$614MAssets managed
224Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2497873
- Firm CRD
- 330428