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Brooke Marchelle Moore

KESTRA ADVISORY SERVICES
Cleburne, TX
·CRD# 5762802·16 years experience

Professional Summary

Brooke Marchelle Moore, who also goes by Brooke Marchelle Finch, Brooke Marchelle Geiger, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cleburne, Texas and KESTRA INVESTMENT SERVICES, LLC located in Cleburne, Texas. Brooke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brooke has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brooke Marchelle Finch, Brooke Marchelle Geiger

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1313 Glenwood Drive, Cleburne, TX 76033
May 17, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
1313 Glenwood Dr, Cleburne, TX 76033
May 17, 2021 - Present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Cleburne, TX
January 4, 2016 - May 19, 2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Cleburne, TX
January 4, 2016 - May 19, 2021
EDWARD JONES·CRD# 250
RIA
Weatherford, TX
April 19, 2010 - January 5, 2016
EDWARD JONES·CRD# 250
BD
Weatherford, TX
April 2, 2010 - January 5, 2016

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BN: 105 SUNSET DRIVE, LLC POSI: member/owner NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 12/05/2023 ADDRESS: 105 Sunset Drive, Cleburne TX 76033 DESC: Collect rent and file tax returns. Maintain property. BN: 107 Sunset Drive INV REL: Yes Address: 107 Sunset Drive Cleburne TX 76033 NOB: Real Estate POSI: owner & managing member Start Date: 9/23/2020 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: property management, general contractor, lease management BN: 109 SUNSET DRIVE, LLC POSI: member NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 06/26/2022 ADDRESS: 1313 GLENWOOD DRIVE, CLEBURNE TX 76033 DESC: collect rents, manage maintenance, keep books and facilitate tax filings. BN: 107 S FOURTH STREET, LLC POSI: member NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 01/05/2022 ADDRESS: 1313 Glenwood Drive, Cleburne TX 76033 DESC: Collect rent, pay mortgage, coordinate repairs with handy man, maintain books and tax filings. BN: Moore Private Wealth Real Estate Holdings INV REL: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 NOB: Real Estate POSI: Managing member Start Date: 4/21/2016 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: Bookkeeper, property manager, general contractor to organize subcontractors, lease manager. BN: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2 Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POSI: Independent financial advisor contractor Start Date: 5/17/2021 HRS per month: 11% - 20% (17 - 32 HRS) HRS per month during trading HRS: 11% - 20% (15 - 28 HRS) DESC: Use Kestra's advisory platform to facilitate client investment in fee based investments. BN: Moore Private Wealth Group INV REL: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance POSI: managing member and senior financial advisor Start Date: 1/4/2016 HRS per month: 71% - 80% (113 - 128 HRS) HRS per month during trading HRS: 61% - 70% (85 - 98 HRS) DESC: daily office functions, manage all aspects of HR, marketing, bookkeeping, client relations, manage client investments and service BN: Z Best Feeds, LLC INV REL: No Address: 365 County Rd 4103 Grandview TX 76050 NOB: Other Bank or Credit Union POSI: 50% owner. My husband owns the remaining 50%. We are both passive owners and are minimally involved in the day to day operations. Start Date: 9/1/2021 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: Price and order ingredients and supplies, look for marketing and business growth opportunities in the community and bookkeeping. BN: WORTHMOORE VENTURES, LLC POSI: Member - back office support NOB: NA INV REL: Yes NUMBER OF HRS: 8 SECURITIES TRADING HRS: 7 START DATE: 07/01/2021 ADDRESS: 5801 Cypress Point Drive, Fort Worth TX 76132 DESC: I will not be involved in the day to day functions of the business. I will be the bookkeeper, HR, obtain financing and run construction of each location. BN: SAVANNAH OAKS RANCH, LLC POSI: 50% owner. My husband owns the remaining 50%. We are both passive owners and are minimally involved in the day to day operations. NOB: Agricultural farm business INV REL: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 5 START DATE: 09/01/2021 ADDRESS: 365 County Rd 4103, Grandview TX 76050 DESC: Price and order ingredients and supplies, look for marketing and business growth opportunities in the community and bookkeeping.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(5/17/2021)
RR
Colorado
(11/6/2024)
RR
Florida
(5/17/2021)
RR
Georgia
(5/17/2021)
RR
Illinois
(3/18/2022)
RR
Indiana
(5/18/2022)
RR
Missouri
(3/9/2022)
RR
Montana
(5/28/2025)
RR
New Jersey
(4/18/2023)
RR
New York
(2/27/2026)
RR
North Carolina
(5/20/2021)
RR
Oklahoma
(8/30/2024)
RR
Pennsylvania
(3/18/2022)
RR
South Dakota
(5/17/2021)
RR
Texas
(5/17/2021)
IAR
Texas
(5/17/2021)
RR
Washington
(5/17/2021)
RR
Wisconsin
(9/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2010About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2010About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2016About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Brooke Marchelle Moore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BM
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