LPL Financial
42yrs
Top advisor by experience in McAllen
25yrs
Based in McAllen, Texas, Keith Moore is a fiduciary financial advisor with 25 years of industry experience. Keith has been with Edward Jones since 2007. Keith holds the CFP® designation.
One of 124 advisors with offices in McAllen, and one of 117 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 13% by experience at Edward Jones
Office1300 N 10th St Suite 240, McAllen, TX 78501
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Keith
Local office(956) 686-1477Ask for Keith. (314) 515-2000Main office · St. Louis, MO 1300 N 10th St Suite 240McAllen, TX 78501Office · Get directions
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Keith
How do I contact Keith?
Call Keith’s local office at (956) 686-1477 or the Edward Jones main office at (314) 515-2000, and ask for Keith Moore.
How long has Keith been a financial advisor?
Keith has been in the industry since 2002, about 25 years. Top 13% by experience at Edward Jones.
What licenses does Keith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Keith 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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