Truist Advisory Services
41yrs
Top advisor by experience in Gastonia
2yrs
Aaron Moore
Financial advisor at Truist Advisory Services
Aaron Moore is a fiduciary financial advisor in Gastonia, North Carolina, with 2 years in the industry. Aaron joined Truist Advisory Services in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 49 advisors with offices in Gastonia, and one of 45 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office265 W Franklin Blvd, Gastonia, NC 28052
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowTruist Advisory Services, Inc.Current firm
Contact Aaron
265 W Franklin BlvdGastonia, NC 28052Office · Get directions Firm main line(800) 874-4770Headquarters: Truist Advisory Services · Atlanta, GA Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Aaron
How do I contact Aaron?
Call Truist Advisory Services at (800) 874-4770 and ask for Aaron Moore. Aaron works from the Gastonia, NC office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Aaron 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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