Matthew Moore
ARGENT ADVISORS
Ruston, LA 71270
Some features on this profile are disabled
CRD#: 6867526
Professional summary
Matthew Moore, CFP® is a registered financial advisor currently at ARGENT ADVISORS, INC. located in Ruston, Louisiana.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1) Since 8/2018, I have been a Partner of Lottie Loo Tree Farm, LLC, a non investment related land management firm (timber and minerals), located at 419 Dan Reneau Dr, St 100, Ruston, LA 71270. Less than 1 hour per month is devoted to this entity; none of the time during security trading hours. 2) Ruston Chess Knights; not investment-related; Ruston, LA; chess club; President; started 12/2020; approximately 5 hours per month, less than 5 hours during securities trading hours; presides over club activities, calls special meetings, and directs operation of the club. 3) Independent Insurance Agent; not investment-related; started 01/2021; approximately 70 hours per month; 50 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Moore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
March 5, 2021 - Present
ARGENT ADVISORS, INC.
Office #1: 500 E Reynolds, Ruston, LA 71270RIA
CRD#: 112028
Ruston, LA
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".
AA
ARGENT ADVISORS, INC.
ARGENT ADVISORS, INC. | ARGENT FINANCIAL GROUP, INC. | ARGENT CAPITAL MANAGEMENT, INC.
CRD#: 112028 / SEC#: 801-60187
RIA
Registered Investment Advisory firm - (4/6/2001 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.Highlighted states indicate IAR registrations
IAR
Louisiana(3/5/2021)
IAR
Texas(3/5/2021)
Exams
Current Firm
AA
ARGENT ADVISORS, INC.
ARGENT ADVISORS, INC. | ARGENT FINANCIAL GROUP, INC. | ARGENT CAPITAL MANAGEMENT, INC.
CRD#: 112028 / SEC#: 801-60187
RIA
Registered Investment Advisory firm - (4/6/2001 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1609 Stubbs Avenue, Monroe, LA 71201
Mailing Address
Phone number
(318) 324-8000
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,582 |
| AUM (Assets Under Management) | $ 1,461,903,002 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 01/27/2025 | ||
| 03/27/2024 | ||
| 02/23/2023 |
Red Flags
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.
Company Information
ARGENT ADVISORS, INC.
CRD#: 112028Ruston, LA 71270TRUST BUT VERIFY
Monitor Matthew Moore
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
