Brandon Keith Moore

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Brandon K Moore Pc
  San Angelo, TX
• 06/2010 → 11/2017
  Invest Financial Corporation
  San Angelo, TX
• 11/2017 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  San Angelo, TX

Previous Registrations

• 2017-11-01 → 2025-07-10
  Next Financial Group, Inc.
  San Angelo, TX
  Houston, TX
  Cedar Park, TX
  San Angelo, TX
  Grapevine, TX
  Southlake, TX
  Cedar Park, TX
  Gresham, OR
• 2010-06-16 → 2017-11-02
  Invest Financial Corporation
  Prosper, TX
  San Angelo, TX
  Cedar Park, TX
• 2008-07-28 → 2010-07-01
  1St Global Advisors Inc
  San Angelo, TX

Other Businesses

1. 07/10/2025- BKM Northwest Financial LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 07/31/2023- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Brandon K Moore Financial LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 06/01/2008- 40 Hours Per Month- 40 Hours During Trading 3. 07/10/2025- Brandon K. Moore PC- Author- Not INV Related- At Reported Business Location(s)- Start date 03/01/2022- 1 Hour Per Month 4. 07/10/2025- Brandon K Moore PC- Artist/ Musician- Not INV Related- At Reported Business Location(s)- Start date 10/01/2024- 20 Hours Per Month- 20 Hours During Trading 5. 07/10/2025- NW Financial Network-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/31/2023- 160 Hours Per Month- 160 Hours During Trading 6. 07/10/2025- Brandon K Moore PC- Business Owner- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 40 Hours Per Month- 40 Hours During Trading 7. 07/10/2025- West Texas Dominion Properties, Ltd- Real Estate Rental- At Reported Business Location(s)- Start date 10/01/2000- 40 Hours Per Month- 40 Hours During Trading 8. 07/10/2025- BKM Financial, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/01/2008- 40 Hours Per Month- 40 Hours During Trading 9. 07/10/2025- BKM Financial, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2008- 20 Hours Per Month- 20 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-07-25