Theodore
Moyer

Gibbs Wealth Management, LLC

CRD#6272168
Investment Advisor
in Pennsburg, PA

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About this Advisor

Theodore Moyer is a financial advisor based in Pennsburg, Pennsylvania, working with Gibbs Wealth Management, LLC. Theodore has previously held positions at 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, Questar Capital Corporation, Questar Asset Management, Legacy 360 Financial & Wealth Management LLC, Legacy 360 Financial and Gibbs Wealth Management, LLC. Theodore has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Theodore is part of Gibbs Wealth Management, LLC, which operates out of Pennsburg, Pennsylvania. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Gibbs Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2767 Geryville Pike
Pennsburg, PA 18073

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

PA Average: $3,570,121,308
Total Number of Employees

21

PA Average: 58
Total Number of Accounts

2,983

PA Average: 1,608
Average Account Size

$131,205

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Theodore Moyer Work History

2022 - Present (2 years)

Gibbs Wealth Management, LLC

2018 - Present (6 years)

Legacy 360 Financial & Wealth Management LLC

2017 - Present (7 years)

Legacy 360 Financial

2018 - 2018 (< 1 year)

Questar Capital Corporation

2018 - 2018 (< 1 year)

Questar Asset Management

2017 - 2018 (1 year)

Legacy 360 Financial And Wealth Management LLC

2015 - 2015 (< 1 year)

Spc Dba Bire Financial Services

2015 - 2017 (2 years)

J.W. Cole Financial, Inc Dba Sequinox LLC

2015 - 2017 (2 years)

J. W. Cole Advisors, Inc Dba Sequinox LLC

2015 - 2017 (2 years)

J.W. Cole Advisors, Inc Dba Sequinox LLC

2013 - 2015 (2 years)

Parkland Securities, LLC Formerly Sammons Securities Company LLC

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

Salvatore Lavely
Alpharetta, GA
Chyenne Hayes
Troy, MI
Ryan Bauman
Alpharetta, GA
Charles Staton
Alpharetta, GA
Ryan Brummans
Alpharetta, GA
Justin Turney
Sparta, TN
Anthony Montenegro
Alpharetta, GA
Theodore Moyer
Pennsburg, PA

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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