Byron Robert Moore
Advisor at Argent Advisors, Inc. — Ruston, LA
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.
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.
Credentials
CFP®, Series 63
Experience Industry experience
21 years
Location
Ruston, LA 71270
Argent Advisors, Inc.
Team
Byron Moore is a CFP® with 21 years of industry experience, currently serving at Argent Advisors, Inc. He has worked with Argent Advisors and its affiliates since 2005, including roles at Argent Trust and Argent Insurance Services. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of investment strategies that combine active and passive approaches and include sub-advisory relationships and specialized products.
Based on Argent Advisors, Inc.
Based on Argent Advisors, Inc.
Fixed financial planning fees typically range between $1,000 and $5,000 depending on scope and professional.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000+: 0.70% $0 - $1,000,000: 1.50% $1,000,000+: 1.25% $0 - $10,000,000: 0.20% $10,000,000 - $20,000,000: 0.175% $20,000,000 - $25,000,000: 0.15% $25,000,000+: Negotiated $0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.50% $0+: 0.50%
Clients may engage certain representatives as registered representatives of LPL Financial Corporation to implement recommendations on a commission basis; commissions vary, and commissions are only charged if client chooses commission products.
Financial planning and consulting services hourly rate generally $150 per hour.
Minimum fee: Generally requires an annual minimum fee of $350 for accounts custodied at Argent Trust Company (ATC). The firm may waive or reduce minimum fees at its discretion. Fee-only: Financial planning and consulting fees generally $150 per hour or between $1,000 and $5,000 fixed fees, negotiable.
Ruston, LA
500 E Reynolds
Ruston LA 71270
Advisors at this office
9
Louisiana · Texas
21 years of industry experience
Argent Trust
2010 - Present • 16 years
Monroe, LA
Argent Insurance Servcies, Llc
2006 - Present • 20 years
Ruston, LA
Argent Advisors, Fka Argent Capital Management
2005 - Present • 21 years
Monroe, LA
Uvest Financial Services Group, Inc.
2005 - 2006 • 1 year
Ruston, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
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.
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