Billy Gobble (CRD# 7365559) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bristol, TN and has 1 year of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2024 - Current | < 1 |
Bacon & Company Sports | Knoxville, TN | Jul 2020 - Current | 3 |
John Battle Head Coach | Bristol, VA | Mar 2019 - Current | 5 |
Concord Wealth Partners | Abingdon, VA | Apr 2021 - Dec 2023 | 2 |
Wheelhouse Print & Design | Bristol, TN | Jun 2020 - Jul 2020 | < 1 |
Bacon & Company Sports | Bristol, TN | May 2016 - Jun 2020 | 4 |
John Battle Assistant Baseball Coach | Bristol, VA | Mar 2015 - Mar 2018 | 3 |
Nature Pro Landscaping | Bristol, TN | Apr 2011 - Sep 2016 | 5 |
Jt's Hauling LLC | Bristol, TN | Sep 2013 - Jul 2016 | 2 |
Gobble's Lawn Care | Bristol, TN | Feb 2012 - Feb 2016 | 4 |
John Battle Baseball Coach | Bristol, VA | Mar 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TN
- VA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.