MM
CFP
MM
CFP

Michael Andre Moore

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
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Location

4800 Bee Caves Road, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael sells and services fixed insurance products, dedicating minimal time to this activity. He is also a registered representative with B.B. Graham & Company since 2017 and an operations specialist/investment advisor representative with Per Stirling Capital Management since 2017, providing investment management services.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Per Stirling Capital Management, LLC
August 2017 - Present · 8 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.