GB
GB

Gregory Miles Babcock

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3980 Old Milton Parkway, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory owns Integrity Wealth Management & Insurance Services, LLC, where he sells insurance and annuity products. This activity takes Gregory full-time hours, including during trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Virtue Capital Management, LLC
October 2018 - November 2023 · 5 yrs 1 mo
Horter Investment Management, LLC
October 2010 - October 2018 · 8 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.