Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
XY Investment Solutions 1 year, 10 months Jul 2017 - Present
AdvicePay Inc. 3 years, 2 months Mar 2016 - Present
Abacus Wealth Partners 1 year, 5 months Aug 2015 - Jan 2017
XY Planning Network 5 years, 1 month Apr 2014 - Present
Serenity Financial Consulting LLC 3 years, 6 months May 2012 - Nov 2015
Financial Service Group, Inc. 5 months Nov 2011 - Apr 2012
Kahler Financial Group 10 months Jan 2011 - Nov 2011
University of Georgia 1 year, 4 months Aug 2009 - Dec 2010
Army National Guard 3 years, 9 months Jan 2007 - Oct 2010
University of Georgia 5 years, 4 months Aug 2005 - Dec 2010

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Robert Moore

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 21, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on March 22, 2019
    • $2.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 11
      number of clients
    • $181.8K
      Estimated Average Account Balance Per Client

Xy Investment Solutions, LLC

Last updated on July 14, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements