Bailey Financial Services
46yrs
Top advisor by experience in Watkinsville
14yrs
BRIAN Moore
Financial advisor at Steward Partners Investment Advisory
BRIAN Moore has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Watkinsville, Georgia. Brian has been with Steward Partners Investment Advisory since 2025; before that, Brian spent eight years at Advisory Services Network and three years at Vann Equity Management. Steward Partners Investment Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 88 advisors with offices in Watkinsville, and one of 77 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office1551 Jennings Mill Rd Suite 2600-D, Watkinsville, GA 30677
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
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 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2017 – 2025Advisory Services NetworkPreviously
- 2015 – 2018Vann Equity Management LLCPreviously
- 2013 – 2015Horter Investment Management, LLCPreviously
Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for BRIAN Moore. Brian works from the Watkinsville, GA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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