Gregory Gobble, financial advisor Chesterfield MO

Gregory Gobble

CRD Number: 2056181
Current Firm: Osaic Institutions, Inc.

Gregory Gobble (CRD# 2056181) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chesterfield, MO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
First Bank St. Louis, MO Mar 2020 - Current 4
Infinex Investments Meriden, CT Mar 2020 - Current 4
Lpl Financial LLC St. Louis, MO Dec 2019 - Mar 2020 < 1
Simmons Bank St. Louis, MO Dec 2019 - Mar 2020 < 1
Cuna Brokerage Services, Inc. Waverly, IA Jun 2018 - Dec 2019 1
Cuna Mutual Group Waverly, IA Jun 2018 - Dec 2019 1
The Prudential Insurance Company Of America Swansea, IL Apr 2018 - May 2018 < 1
Pruco Securites LLC Swansea, IL Apr 2018 - May 2018 < 1
Regions Bank Collinsville, IL Oct 2017 - Apr 2018 < 1
Cetera Investment Advisers LLC Collinsville, IL Oct 2017 - Apr 2018 < 1
Cetera Investment Services LLC St. Cloud, MN Oct 2017 - Apr 2018 < 1
Investment Professionals, Inc. San Antonio, TX Feb 2017 - Oct 2017 < 1
Infinex Investments, Inc. Meriden, CT Jan 2017 - Jan 2017 < 1
First Brokerage America, LLC St. Louis, MO Mar 2012 - Jan 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination May 1997
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory W. Gobble
Phone Number: 203-599-6000
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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

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