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 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

Series 65, Series 63

Years Registered*

1 year

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

$200,180,955

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

21

PA Average: 58
Total Number of Accounts

1,597

PA Average: 1,608
Average Account Size

$125,348

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

Theodore has been registered as a financial advisor for 1 years.*

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 Asset Management

2018 - 2018 (< 1 year)

Questar Capital Corporation

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

2010 - 2013 (3 years)

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

Dustin Grimes
Columbus, OH
Daniel Mowery
Alpharetta, GA
Thomas Watson
Alpharetta, GA
Nicholas Duncheon
Alpharetta, GA
Theodore Moyer
Pennsburg, PA
Edward Gibbs
Alpharetta, GA
Martin Weiss
Cedar Rapids, IA
Donald Retallick
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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