Gordon Zobel, financial advisor Saint Louis MO
78 score

Gordon Zobel

CRD Number: 5993156
Current Firm: Wells Fargo Advisors, LLC

Gordon Zobel (CRD# 5993156) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC St Louis, MO Jun 2014 - Current 2
Morgan Stanley Wealth Management Clayton, MO Oct 2012 - Jun 2014 1
Edward Jones St. Louis, MO Oct 2011 - Oct 2012 1
Kimball International Jasper, IN Jun 2010 - Oct 2011 1
Bella Vita Wines, LLC St. Louis, MO Feb 2007 - Jun 2010 3
Color-art Integrated Interiors St. Louis, MO Sep 1993 - Feb 2007 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gordon J. Zobel
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
78

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