Advisor at Equilibria Wealth Management, LLC
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Firm
Equilibria Wealth Management, LLC
Location
Odessa, TX 79765
Credentials
Series 63, Series 65
Industry experience
42 years
John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.
Based on Equilibria Wealth Management, LLC
Based on Equilibria Wealth Management, LLC
0.50% - 2.8% (negotiable)
$100-$400 per hour (financial planning and consulting)
3925 Hadden Dr.
Odessa, TX 79765
Texas
Cetera Advisor Networks Llc
2019 - 2020 (1 year)
Gabrianna LLC dba Gabrianna Realty
2018 - Present (8 years)
Equilibria Earth, dba Fruit and Me
2016 - Present (10 years)
Summit Financial Group Inc
2015 - 2020 (5 years)
SUmmit Brokerage Services Inc
2015 - 2019 (4 years)
Equilibria Wealth Management, LLC
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Midland, TX
Sire Line Capital Management LLC
CFP®, Series 63, Series 65
Midland, TX
Beyond Balanced Financial Planning, LLC
CFP®, Series 63
Midland, TX
Burgeon Capital
Series 63, Series 65
Midland, TX
Horizons Financial Planning
Series 65
Midland, TX
Equilibria Wealth Management, LLC
Series 63, Series 65
Midland, TX
Cargile Investment Management
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