Michael Bishop Moore
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- LPL Financial LLCAug 2023 to now
- Kestra Advisory Services, LLCJun 2023 to Aug 2023
- Kestra Investment Services, LLCMar 2022 to Aug 2023
- Koelsch CommunitiesSep 2021 to Dec 2021
- The Money SourceApr 2021 to May 2021
- Grand Canyon UniversitySep 2020 to Aug 2022
- Dohner LandscapingMar 2020 to Aug 2020
- Twinsburg Summer CampMay 2019 to Aug 2019
- University of Northwestern @st. PaulAug 2018 to Mar 2020
- Twinsburg Summer CampMay 2018 to Aug 2018
- Twinsburg High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7535143
- Firm CRD
- 6413