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Donald Keith Moffitt Jr.

Advisor at LPL Financial — Paris, TX

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Paris, TX 75460

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Donald Moffitt Jr. is a financial advisor with LPL Financial in Paris, Texas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include SagePoint Financial, Equitable Advisors, and World Choice Securities, Inc. He also operates The Moffitt Financial Group, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing multiple investment approaches and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Paris, TX

36 West Plaza

Paris TX 75460

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

34 years of industry experience

LPL Financial, llc

2018 - Present • 8 years

Paris, TX

SAGEPOINT FINANCIAL

2012 - 2018 • 6 years

Paris, TX

Equitable Advisors

2008 - 2012 • 4 years

TX

World Choice Securities, Inc.

2004 - 2008 • 4 years

TX

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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Samuel S

Series 63, Series 66

Paris, TX

Benjamin F. Edwards & Company, Inc.

Samuel Smeed is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at Cetera Investment Services, Fidelity Investments, and Charles Schwab. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner

Marissa A

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.

Retirement income strategy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jill C

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jarred A

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.

Divorce financial planning Attorney

Joshua W

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Religious/faith focused

Ryan L

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 designations and 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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