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Theodore M Moyer

Gibbs Wealth Management, LLC

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About Theodore M Moyer

Theodore Moyer is a financial advisor with Gibbs Wealth Management, LLC in Red Hill, PA. Theodore is a registered Investment Advisor representative in Pennsylvania. Theodore has been in the industry for 10+ years, specializing in Investment Advisory Services and Financial Planning. Theodore is licensed to offer various advisory services, including educational seminars and portfolio management for individuals. Theodore has previously worked with Questar Capital Corporation and J.W. Cole Financial, Inc.

Firm Information

Theodore Moyer is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theodore Moyer’s Registration & Firm History

PA

04/05/2022 - Present

Gibbs Wealth Management, LLC (Red Hill PA)

PA

08/01/2018 - 10/18/2018

QUESTAR CAPITAL CORPORATION (PENNSBURG PA)

PA

04/09/2015 - 04/18/2017

J.W. COLE FINANCIAL, INC. (LANCASTER PA)

PA

12/23/2013 - 03/31/2015

PARKLAND SECURITIES, LLC (PLYMOUTH MEETING PA)

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Licenses & Designations

IA

Issued 02/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore M Moyer.
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