Edward Gibbs (CRD# 3126187) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Sjm Real Estate Holdings, LLC | Alpharetta, GA | Apr 2019 - Current | 5 |
Gibbs Wealth Management, LLC | Alpharetta, GA | Sep 2015 - Current | 8 |
Gibbs Marketing Inc. | Alpharetta, GA | Dec 2014 - Current | 9 |
Gibbs Financial Group | Alpharetta, GA | Jan 2013 - Current | 11 |
Visionary Wealth Management, LLC | Alpharetta, GA | Dec 2020 - Jul 2021 | < 1 |
Taylor Capital Management Inc. | Woodstock, GA | Nov 2014 - Dec 2015 | 1 |
Triumph Wealth Advisors, Inc. | Woodstock, GA | Dec 2014 - Nov 2015 | < 1 |
Berman Capital Advisors, LLC | Atlanta, GA | Jul 2013 - Nov 2014 | 1 |
Php Agency Llc (people Helping People) | Duluth, GA | Dec 2010 - Nov 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1998 |
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- GA
- IL
- IN
- IA
- NC
- OH
- VA
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts2,983ACCOUNTS
-
Average Account Value$131,205
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI
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