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
Series 63, Series 65
Experience Industry experience
33 years
Location
Paris, TX 75460
LPL Financial
Institution
Donald Moffitt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SagePoint Financial from 2012 to 2018. He also operates The Moffitt Financial Group, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research support.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Paris, TX
36 West Plaza
Paris TX 75460
Advisors at this office
1
Arkansas · Texas
33 years of industry experience
Lpl Financial, Llc
2018 - Present • 8 years
Paris, TX
SagePoint Financial
2012 - 2018 • 6 years
Paris, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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:
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.
Series 63, Series 66
Paris, TX
Benjamin F. Edwards & Company, Inc.
Samuel Smeed is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at Cetera Investment Services, Fidelity Investments, and Charles Schwab. Benjamin F. Edwards & Company provides investment advice and related services to a broad range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and maintains an in-house trading desk alongside broker-dealer operations.
Series 66
Paris, TX
Edward Jones
Marissa Archer is a financial advisor at Edward Jones in Paris, TX, with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, with prior experience as a full-time student and a position at Buckle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Paris, TX
Edward Jones
Jill Cobb is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Benjamin F Edwards & Co from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors and 15,000 branch offices nationwide.
Series 66
Paris, TX
Edward Jones
Jarred Archer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Campbell's Company and Mars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Series 66
Paris, TX
Edward Jones
Joshua Williams is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at USHealth Group, Farmers Bank & Trust, and First Financial Bank. He has also worked in the hospitality sector, including roles at Abilene Country Club and Four Seasons Golf and Sports Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Series 63, Series 66
Paris, TX
Edward Jones
Ryan Lassiter is a financial advisor with Edward Jones in Paris, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
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