Edward Gibbs, financial advisor Alpharetta GA
93 score

Edward Gibbs

CRD Number: 3126187
Current Firm: Gibbs Wealth Management, LLC

Edward Gibbs (CRD# 3126187) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Alpharetta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Similar Advisors
Kary Brownlee, financial advisor Alpharetta GA
Kary N. Brownlee
CRD# 4540792
Independent Financial Partners
Similar Advisors
Jason Culp, CFP®, financial advisor Alpharetta GA
Jason B. Culp, CFP®
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Company Name Location Dates Years
Gibbs Wealth Management, LLC Alpharetta, GA Nov 2015 - Current 2
Gibbs Financial Group Alpharetta, GA Jan 2013 - Current 5
Tcm Securities, Inc. Woodstock, GA Nov 2014 - Nov 2015 1
Triumph Wealth Advisors, Inc. Woodstock, GA Nov 2014 - Nov 2015 1
Berman Capital Advisors Atlanta, GA Jul 2013 - Nov 2014 1
Php Agency Llc: People Helping People Duluth, GA Dec 2010 - Nov 2014 3
Ameritas Investment Corp Lincoln, NE Apr 2012 - Jul 2013 1
Debtmerica Santa Ana, CA Nov 2011 - May 2013 1
Php Merchant Services Atlanta, GA Jun 2011 - Nov 2012 1
Monumental Life Insurance Company Baltimore, MD Jan 2010 - Oct 2010 < 1
World Financial Group Duluth, GA Jun 2001 - Feb 2010 8
World Group Securities Duluth, GA May 2002 - Dec 2009 7
Debtmerica Relief Duluth, GA Oct 2007 - May 2009 1
Innergy Lending Duluth, GA Apr 2007 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Edward B. Gibbs
Phone Number: 770-753-6268
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.