LPL Financial
47yrs
Top advisor by experience in Franklin
29yrs
Based in Franklin, Tennessee, Patrick Moore is a fiduciary financial advisor with 29 years of industry experience. Patrick has been with Park Avenue Securities since 2019; before that, Patrick spent two years at Prime Capital Financial and four years at Lawing Financial. Patrick holds the ChFC designation.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 13% by experience in Franklin
Office725 Cool Springs Blvd Suite 450, Franklin, TN 37067
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?2 states
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowPark Avenue Securities LLCCurrent firm
- 2017 – 2019Prime Capital FinancialPreviously
- 2014 – 2017Lawing Financial Inc.Previously
- 2006 – 2014Park Avenue Securities LLCPreviously
- 2004 – 2010Peachtree Planning Advisors, Inc.Previously
Contact Patrick
(888) 600-4667Firm headquarters in New York, NY. Ask for Patrick. 725 Cool Springs Blvd Suite 450Franklin, TN 37067Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Park Avenue Securities at (888) 600-4667 and ask for Patrick Moore. Patrick works from the Franklin, TN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 13% by experience in Franklin.
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?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
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