Theodore
Moyer
Gibbs Wealth Management, LLC
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About this Advisor
Theodore Moyer is a financial advisor who works in Pennsburg, Pennsylvania, who has 1 year of industry experience. Moyer is currently employed by Gibbs Wealth Management, LLC. During their career, Moyer has held roles at Ascent Corporation LLC, Parkland Securities, LLC Formerly Sammons Securities Company LLC, Spc Dba Bire Financial Services, J.W. Cole Financial, Inc Dba Sequinox LLC, J. W. Cole Advisors, Inc Dba Sequinox LLC, Legacy 360 Financial And Wealth Management LLC, J.W. Cole Advisors, Inc Dba Sequinox LLC, Legacy 360 Financial & Wealth Management LLC, Legacy 360 Financial, Gibbs Wealth Management, LLC, Questar Asset Management and Questar Capital Corporation. Moyer has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Gibbs Wealth Management, LLC is a firm operating out of Alpharetta, GA. It has offices in 23 locations and a total of 21 employees. It handles $200 million in assets under management between its 1,597 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,597 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Gibbs Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gibbs Wealth Management, LLC Brokerage Details
$200,180,955
21
1,597
$125,348
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Theodore Moyer Work History
Theodore has been registered as a financial advisor for 1 years.*
Gibbs Wealth Management, LLC
Legacy 360 Financial & Wealth Management LLC
Legacy 360 Financial
Questar Asset Management
Questar Capital Corporation
Legacy 360 Financial And Wealth Management LLC
Spc Dba Bire Financial Services
J.W. Cole Financial, Inc Dba Sequinox LLC
J. W. Cole Advisors, Inc Dba Sequinox LLC
J.W. Cole Advisors, Inc Dba Sequinox LLC
Parkland Securities, LLC Formerly Sammons Securities Company LLC
Ascent Corporation LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodore Moyer 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 Gibbs Wealth Management, LLC
Columbus, OH
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Cedar Rapids, IA
Pennsburg, PA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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