Peter Tychsen (CRD# 1653316) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Alpharetta, GA and has over 27 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 |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Tallahassee, FL | Aug 2022 - Current | 1 |
| Brook Trout, LLC | Tallahassee, FL | Jan 2016 - Current | 8 |
| Geneva Homes | Tallahassee, FL | Jan 2016 - Current | 8 |
| St Homes 123, LLC | Tallahassee, FL | Dec 2015 - Current | 8 |
| Big Bend Homes, LLC | Tallahassee, FL | Jan 2014 - Current | 10 |
| Preservation Financial Group | Tallahassee, FL | Feb 2000 - Current | 24 |
| Brookstone Wealth Advisors LLC | Tallahassee, FL | Aug 2014 - Sep 2022 | 8 |
| Fed Resource | Tallahassee, FL | Mar 2015 - Oct 2015 | < 1 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management391MILLIONS
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Total Number of Accounts2,983ACCOUNTS
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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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