Billy
Gobble
Concord Wealth Partners
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About this Advisor
Billy Gobble is a financial advisor based in Abingdon, Virginia with 1 year of relevant experience. Gobble is an advisor for Concord Wealth Partners. Their career trajectory has included roles at Nature Pro Landscaping, Gobble'S Lawn Care, Jt'S Hauling LLC, Bacon & Company Sports, Wheelhouse Print & Design, John Battle Baseball Coach, John Battle Assistant Baseball Coach, John Battle Head Coach and Concord Wealth Partners. Gobble has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Virginia. Concord Wealth Partners is a firm that has its headquarters in Abingdon, VA. The firm has offices in seven locations and a total of 17 people on staff. It has $694 million in assets across its 3,010 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves six charitable organizations. Of its 3,010 accounts, 16% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is provided. Fees billed by Concord Wealth Partners most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concord Wealth Partners Brokerage Details
$693,837,832
17
3,010
$230,511
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Billy Gobble Work History
Billy has been registered as a financial advisor for 1 years.*
Concord Wealth Partners
Bacon & Company Sports
John Battle Head Coach
Wheelhouse Print & Design
Bacon & Company Sports
John Battle Assistant Baseball Coach
Jt'S Hauling LLC
John Battle Baseball Coach
Gobble'S Lawn Care
Nature Pro Landscaping
*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 Billy 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 Concord Wealth Partners
Abingdon, VA
Abingdon, VA
Worcester, MA
Roanoke, VA
Worcester, MA
Abingdon, VA
Woodbury, MN
Abingdon, VA
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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