Philip GibbsCRD Number: 6916401
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Philip Gibbs (CRD# 6916401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 4 years of experience in the finance industry.
Pbl Wealth Management
|Bank Of America, N.a.||Austin, TX||Apr 2020 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Austin, TX||Jan 2020 - Current||3|
|Uemployed||Trophy Club, TX||Aug 2019 - Dec 2019||< 1|
|Fidelity Brokerage Services, LLC||Westlake, TX||Mar 2018 - Aug 2019||1|
|Ashby Staffing||Austin, TX||Jul 2001 - Feb 2018||16|
|Uber||Richmond, VA||Apr 2016 - Jan 2018||1|
|Philip Gibbs Music||Richmond, VA||Oct 1996 - Jan 2018||21|
|High Valley Farms||Basalt, CO||Apr 2015 - Dec 2015||< 1|
|Fitzgerald Landscaping||Basalt, CO||Oct 2014 - Apr 2015||< 1|
|Us Bank||Aspen, CO||Dec 2014 - Mar 2015||< 1|
|Aspen Skiing Co||Aspen, CO||Nov 2014 - Nov 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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