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Donald Moffitt Jr.

Advisor at LPL Financial

Updated today

Location

Paris, TX 75460

Credentials

Series 63, Series 65

Industry experience

33 years

About

Donald Moffitt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at SagePoint Financial before joining LPL Financial in 2018. Moffitt also operates The Moffitt Financial Group, a related business providing non-variable insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment solutions tailored to client needs.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

36 West Plaza

Paris, TX 75460

Most active in

Arkansas · Texas

Work history

Lpl Financial, Llc

2018 - Present (8 years)

SagePoint Financial

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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