Louise Gibbs (CRD# 6405021) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has over 8 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westview Management, LLC | Burlington, VT | Feb 2020 - Current | 4 |
| Westview Investment Advisors, LLC | Burlington, VT | Aug 2015 - Current | 8 |
| Westport Marina, Inc. | Westport, NY | Jun 2011 - Sep 2015 | 4 |
| Ubs Financial Services | South Burlington, VT | Oct 2014 - Jul 2015 | < 1 |
| Saint Michaels College | Colchester, VT | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- TX
- VT
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$389,769
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, NH, NJ, NY, TX, VT
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