Gregory
Gobble

Osaic Institutions, Inc

CRD#2056181
Investment Advisor
in Saint Louis, MO

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About this Advisor

Gregory Gobble is a financial advisor based in Saint Louis, Missouri, working with Osaic Institutions, Inc. Gregory has previously held positions at First Brokerage America, LLC, Infinex Investments, Inc, Investment Professionals, Inc, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, The Prudential Insurance Company Of America, Pruco Securites LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, Simmons Bank, First Bank, and Infinex Investments. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Missouri. Currently, Gregory is part of Osaic Institutions, Inc, which operates out of Saint Louis, Missouri. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11901 Olive Blvd
Saint Louis, MO 63141

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

MO Average: $5,297,377,271
Total Number of Employees

722

MO Average: 35
Total Number of Accounts

8,478

MO Average: 690
Average Account Size

$427,771

MO Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gregory Gobble Work History

2020 - Present (5 years)

First Bank

2020 - Present (5 years)

Infinex Investments

2019 - 2020 (1 year)

Lpl Financial LLC

2019 - 2020 (1 year)

Simmons Bank

2018 - 2018 (< 1 year)

The Prudential Insurance Company Of America

2018 - 2018 (< 1 year)

Pruco Securites LLC

2018 - 2019 (1 year)

Cuna Brokerage Services, Inc

2018 - 2019 (1 year)

Cuna Mutual Group

2017 - 2017 (< 1 year)

Infinex Investments, Inc

2017 - 2017 (< 1 year)

Investment Professionals, Inc

2017 - 2018 (1 year)

Regions Bank

2017 - 2018 (1 year)

Cetera Investment Advisers LLC

2017 - 2018 (1 year)

Cetera Investment Services LLC

2012 - 2017 (5 years)

First Brokerage America, LLC

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Disclosures

Please visit the SEC profile of Gregory Gobble to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

John Chipelo
Meriden, CT
Bret Kinzler
Fargo, ND
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Ling Mao
New York, NY
Peter Aiello
Canton, MA
Henry Nunez
Scarsdale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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