LPL Financial
43yrs
Top advisor by experience in Fredericksburg
31yrs
Patrick Moore
Full name on record: Patrick Lenoyd Moore
Financial advisor at Private Group Wealth Management
Based in Fredericksburg, Texas, Patrick Moore is a financial advisor with 31 years of industry experience. Patrick has been with Private Group Wealth Management since 2003. Private Group Wealth Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Texas
OfficeFredericksburg, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$491,803
Advisors at the firm2
States licensed ?1 state
Services through Private Group Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2003 – nowPrivate Group Wealth Management, LLCCurrent firm
Contact Patrick
(361) 442-5105Private Group Wealth Management main office Fredericksburg, TXOffice · Get directions Firm websiteHTTP://WWW.PGWM.NETIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Private Group Wealth Management at (361) 442-5105 and ask for Patrick Moore. Patrick works from the Fredericksburg, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1995, about 31 years. Top 12% by experience in Texas.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Private Group Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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.
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