ChooseAFinancialAdvisor.com
Advisors / Texas / Tolar
27yrs

Kevin Moore

Full name on record: Kevin Eugene Moore

Financial advisor at Calton & Associates

Based in Tolar, Texas, Kevin Moore is a financial advisor with 27 years of industry experience. Kevin joined Calton & Associates in 2020, after 14 years at LPL Financial and less than a year at Raymond James & Associates. Kevin holds the CFP® designation.

Tolar, TXCFP®Top 21% by experience in Texas
Call Calton & AssociatesDirections

At a glance

Experience27 years (since 2000)
How that compares ?Top 21% by experience in Texas
OfficeTolar, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$286,773
Advisors at the firm140
States licensed ?1 state

Services through Calton & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2020 – now
  2. 2006 – 2020
  3. Feb 2006 – Apr 2006

Contact Kevin

(813) 264-0440Firm headquarters in Tampa, FL. Ask for Kevin. Tolar, TXOffice · Get directions Firm websiteHTTP://WWW.CALTON.COM

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Kevin

Tailored to Kevin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kevin

How do I contact Kevin?

Call Calton & Associates at (813) 264-0440 and ask for Kevin Moore. Kevin works from the Tolar, TX office.

How long has Kevin been a financial advisor?

Kevin has been in the industry since 2000, about 27 years. Top 21% by experience in Texas.

What licenses does Kevin hold?

Series 63. Tap any license on this page to see what it allows.

Is Kevin a fiduciary?

Kevin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Kevin paid?

Calton & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Kevin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.