Marcus Champion (CRD# 7254332) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Tucson, AZ and has over 3 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Tucson, AZ | Jan 2024 - Current | < 1 |
| Suncrest Wealth Advisors LLC | Tucson, AZ | Jan 2024 - Current | < 1 |
| Suncrest Wealth Management | Tucson, AZ | Sep 2023 - Current | < 1 |
| Morningstar | Chicago, IL | Oct 2022 - Aug 2023 | < 1 |
| Foreside Fund Services, LLC | Chicago, IL | Jun 2021 - Oct 2022 | 1 |
| Wisdomtree Asset Management, Inc. | Chicago, IL | Jun 2021 - Oct 2022 | 1 |
| Foreside Fund Services, LLC | Wheaton, IL | Mar 2021 - Jun 2021 | < 1 |
| Wisdomtree Asset Management, Inc. | Wheaton, IL | Mar 2021 - Jun 2021 | < 1 |
| Foreside Fund Services, LLC | Chicago, IL | Sep 2020 - Mar 2021 | < 1 |
| Wisdomtree Asset Management, Inc. | Chicago, IL | Oct 2018 - Mar 2021 | 2 |
| Unemployed | Wheaton, IL | Jul 2018 - Oct 2018 | < 1 |
| Kin Insurance | Chicago, IL | Jun 2018 - Jul 2018 | < 1 |
| Education | Wheaton, IL | Aug 2000 - May 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- AZ
-
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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