Winslow Asset Group
42yrs
Top advisor by experience in Lawrenceville
11yrs
Patrick Moore has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Lawrenceville, Georgia. Patrick has been with Oneseven since 2019; before that, Patrick spent a year at Tavco Financial Advisory and two years at First Heartland Consultants. Patrick holds the CFP® designation.
One of 80 advisors with offices in Lawrenceville, and one of 77 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1790 Atkinson Rd NW Suite E, Lawrenceville, GA 30043
FirmOneseven
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$461,030
Advisors at the firm118
States licensed ?1 state
Services through Oneseven
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2019 – nowOnesevenCurrent firm
- Jan 2019 – Dec 2019Tavco Financial Advisory, Inc.Previously
- 2016 – 2018First Heartland Consultants, Inc.Previously
Contact Patrick
(216) 865-1700Firm headquarters in Beachwood, OH. Ask for Patrick. 1790 Atkinson Rd NW Suite ELawrenceville, GA 30043Office · Get directions Instagram pageOneseven
Is 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.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Oneseven at (216) 865-1700 and ask for Patrick Moore. Patrick works from the Lawrenceville, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Oneseven reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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.
Other advisors nearby
Concorde Asset Management
39yrs
Top 2% by experience in Lawrenceville
Primerica Advisors
37yrs
Top 4% by experience in Lawrenceville
Primerica Advisors
37yrs
Top 5% by experience in Lawrenceville
Osaic Wealth
34yrs
Top 6% by experience in Lawrenceville
Cetera Investment Advisers
32yrs
Top 7% by experience in Lawrenceville