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Gabriel Anthony Moser

Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered 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

17 years in the industry.

  1. LPL Financial LLCJun 2025 to now
  2. Jpe Wealth ManagementJun 2025 to now
  3. Northwestern Mutual Investment Services LLCMay 2024 to May 2025
  4. Emily HalalJan 2024 to May 2025
  5. United Parcel ServiceNov 2023 to Jan 2024
  6. Veranorth Capital Management LLCAug 2023 to Jan 2024
  7. Pfs Investments Inc.Dec 2022 to Aug 2023
  8. Primerica Financial ServicesMar 2022 to Aug 2023
  9. The Onyx CollectionApr 2021 to Aug 2023
  10. Froggys LLCAug 2019 to Sep 2020
  11. StudentSep 2009 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
7664643
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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