Gordon ZobelCRD 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 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St Louis, MO||Jun 2014 - Current||3|
|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|
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
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)