John Moore, EA

Phone: 510-494-2070
Fax: 510-494-2074
Mobile Phone: 510-919-3323
E-mail:
 
  • Registered Principal, LPL Financial,
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  • Registered Investment Advisor Representative, The Independent Advisor Alliance.
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  • Co-Founder Moore & Burkhardt, Wealth Management

John founded Moore Financial Services in 1983 when he offered to prepare tax returns for his co-workers at United Airlines and in 1985 he earned his Enrolled Agent’s license. In 1990 John left United to devote his efforts full time to the growing tax practice.

In 1990, John began the expansion of the practice to include Bookkeeping and Payroll Services, Financial Planning and Investments, Life and Long Term Care Insurance, Estate Planning and Living Trusts. In 1999, he passed the NASD exam to become registered as a Securities Principal series 24, currently held with LPL Financial.

He began his career in financial services as a Registered Representative with HD Vest of Dallas, Texas in 1989. In 2000 he joined National Planning Corporation (NPC) as a Registered Principal and The Planner's Network (TPN), an SEC Registered Investment Advisor. In July, 2016 he joined LPL as a Registered Principle and Independent Advisor Alliance as a Financial Advisor.

John is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and a graduate of the National Tax Practice Institute. A motorcycle enthusiast, John is a member of and one of the 5 founders in 1971 of the BMW Motorcycle Owners of America. He has also taken up golf, and enjoys spending some time out on the greens.

John has lived in the Tri-City area for 47 years. He and his wife Claire have been married for 40 years. Together they have 5 children. The youngest daughter, Charlene, is the President of Moore Financial Services.
 
Designations, Licenses, Registrations:
    Enrolled Agent (EA) 
    California Life Insurance License #0809538
    Securities Registrations held with LPL Financial: Series 6, 7, 24, 51, & 63