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 66
Experience Industry experience
4 years
Location
Lamesa, TX 79331
Edward Jones
Institution
Katherine Moore is a CFP® and holds a Series 66 license with four years of industry experience. She currently works at Edward Jones and has previous experience at Cerity Partners LLC and FJY Financial. Her background includes roles connected to Texas Tech University and its alumni association. Edward Jones is a full-service wealth management firm serving over four million clients, ranging from individual households to corporate and charitable organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Lamesa, TX S 1st St
703 S 1st St
Lamesa TX 79331
Advisors at this office
2
Texas
4 years of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
Cerity Partners LLC
2022 - 2024 • 2 years
New York, NY
FJY Financial
2019 - 2022 • 3 years
Midland, TX
Edward Jones
2018 - 2018 • 1 year
Lubbock, TX
Texas Tech University
2017 - 2019 • 2 years
Lubbock, TX
Texas Tech Alumni Association
2016 - 2019 • 3 years
Lubbock, TX
Texas Tech University
2013 - 2017 • 4 years
Lubbock, 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lamesa, TX
Edward Jones
Dusty Thornhill is a financial advisor with Edward Jones in Lamesa, TX, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he worked at Rusted Thorn Enterprises LLC and Matador Resources Company. Outside of advising, his family owns a fitness center business called The Studio on Main. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.
Series 66
Lamesa, TX
Cetera
Ray Stephens is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. He has worked at several firms including Avantax and 1st Global Advisors, and is also a CPA and shareholder at Stephens, Stephens, & Telchik, PC. Outside of his advisory work, he is president of a wholesale and retail fuel distribution company and partners in family farm operations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.
Series 66
Lamesa, TX
Edward Jones
Anacleto Casas is a Series 66 credentialed financial advisor at Edward Jones in Lamesa, TX, with 18 years of industry experience and over 19 years at Edward Jones. He serves as Vice Chair of the Lamesa Chamber of Commerce and is involved in managing family partnerships and trusts, as well as a group fitness gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.
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