Unclaimed
Gregory Babcock is a financial professional with over a decade of experience in the industry. Gregory has a Series 65 license and has been a registered Investment Advisor in California since November 2023. Gregory is currently associated with Gibbs Wealth Management, LLC and has previously worked with Horter Investment Management, LLC, Integrity Wealth Management & Insurance Services, LLC, and Virtue Capital Management, LLC. Gregory's expertise includes working with high-net-worth individuals and providing financial planning and portfolio management services. Gregory also offers educational seminars and assists clients in selecting other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
11/03/2023 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
IA
Issued 09/26/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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