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Tyra A Moore

Investment Adviser Representative at United Planners' Financial Services OF America A Limited Partner

Marana, AZCRD #2827766Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tyra A. Moore is an investment adviser representative with United Planners' Financial Services of America A Limited Partner in Marana, AZ, where they have been registered since 2020. They have worked in the securities industry since 1997 and have been registered with 4 firms, including SSN Advisory, Inc. and Householder Group Financial Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas
Broker:
12 states and territories

Alabama, Arizona, California, Colorado, Connecticut, Hawaii, New York, North Carolina, South Dakota, Texas, Utah, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/1/2012
Series 66
Uniform Combined State Law Examination
Passed 12/11/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 11/29/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/27/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

United Planners' Financial Services OF America A Limited PartnerCurrent
7/24/2020 – Marana, AZ
SSN Advisory, Inc.
11/29/2013 – 7/28/2020Scottsdale, AZ
Householder Group Financial Advisors, LLC
10/2/2012 – 11/20/2013Scottsdale, AZ
RBC DAIN Rauscher Inc.
12/12/2003 – 9/20/2004Tucson, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Securities Services Network
    Sep 2012 – Jul 2020Knoxville, TN
  2. SSN Advisory, Inc
    Jan 2014 – Jul 2020Scottsdale, AZ
  3. United Planners' Financial Services of America a Limited Partner
    Jul 2020 – no end date reportedScottsdale, AZ
  4. Tyra Moore
    Sep 2012 – no end date reportedScottsdale, AZ
  5. More4UTaxSolutions Tyra Moore
    Sep 2012 – no end date reportedScottsdale, AZ
  6. Tyra Moore More4uSolutions: Divorce
    Jan 2012 – no end date reportedScottsdale, AZ
  7. Tyra Moore
    Aug 2023 – no end date reportedMarana, AZ

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About United Planners' Financial Services OF America A Limited Partner

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
Firm account minimum
$10,000 (waivable)
Firm's annual rate schedule by assets
  • Program Fee Tier 10.19%
  • Program Fee Tier 20.05%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
362
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-57198

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 18, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyra A Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Tyra A Moore in Marana, AZ - Fees & Credentials