Robert Moore
Advisor at SGL Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SGL Financial, LLC
Location
Norman, OK 73071
Credentials
Series 63, Series 65
Industry experience
17 years
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed financial planning fees typically range from $250 to $5,000 per project; flat fee agreements for account commissions may be arranged with custodians
Maximum advisory fee is 1.50% annually, paid quarterly in advance, based on total assets under management; no tiered fee structure (first and last dollar fee)
Certain Investment Adviser Representatives may maintain broker-dealer registrations and receive commissions on sales of securities to clients; this is a conflict of interest disclosed to clients
Financial planning or consulting services charged at $250–$500 per hour
Account minimum: $50,000 (may be waived at SGL discretion) Minimum fee: Minimum fee set by SGL and selected third-party money manager; specifics documented in client agreement Fee-only: Financial planning fees charged on fixed fee or hourly basis; fixed fees range from $250 to $5,000; hourly fees range from $250 to $500 per hour
Work history
Wealth Financial Advisory Services, Llc
2013 - Present (13 years)
Moore Tax And Financial Services
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
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.
Amy H
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Coleton S
Series 66
Norman, OK
Edward Jones
Angela V
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Connor O
Series 66
Norman, OK
Edward Jones
Krystal M
Series 66
Moore, OK
Edward Jones
Jason R
CFP®, Series 66
Norman, OK
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")