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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Gibbs Wealth Management, LLC Alpharetta, GA Nov 2015 - Current 1
Gibbs Financial Group Alpharetta, GA Jan 2013 - Current 3
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
American Dream Realty LLC Atlanta, GA May 2006 - Jan 2007 < 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
    2
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $86,313
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

GA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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