Calton & Associates
47yrs
Top advisor by experience in Tempe
10yrs
Nelson Moore
Financial advisor at LPL Financial
Based in Tempe, Arizona, Nelson Moore is a fiduciary financial advisor with 10 years of industry experience. Nelson joined LPL Financial in 2025, after six years at Vanguard Advisers. Nelson holds the CFP® designation.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 58% of advisors in Tempe
Office500 E. Rio Salado Parkway Building 4, Floor 3, Tempe, AZ 85281
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- Apr 2025 – nowLPL Financial LLCCurrent firm
- 2019 – 2025Vanguard Advisers, Inc.Previously
Contact Nelson
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Nelson. 500 E. Rio Salado Parkway Building 4, Floor 3Tempe, AZ 85281Office · Get directions Facebook pageLPL Financial
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Questions to ask Nelson
Tailored to Nelson’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nelson
How do I contact Nelson?
Call LPL Financial at (704) 733-3300 and ask for Nelson Moore. Nelson works from the Tempe, AZ office.
How long has Nelson been a financial advisor?
Nelson has been in the industry since 2016, about 10 years. More experience than 58% of advisors in Tempe.
What licenses does Nelson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nelson a fiduciary?
Nelson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nelson paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nelson 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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