David Gibbs (CRD# 1375737) is an Investment Advisor Representative working at Successful Wealth Strategies, LLC in Farmington, CT and has over 35 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Successful Wealth Strategies, LLC | Canton, CT | Nov 2021 - Current | 2 |
| Gibbs Financial Services, LLC | Farmington, CT | Jul 2014 - Current | 9 |
| Lpl Financial LLC | Farmington, CT | Nov 2017 - Nov 2021 | 4 |
| National Planning Corporation | Farmington, CT | Jul 2014 - Oct 2017 | 3 |
| Commonwealth Equity Services, Inc. | Unionville, CT | May 1987 - Jul 2014 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- CT
- FL
- MA
- PA
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts279ACCOUNTS
-
Average Account Value$145,786
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, MA, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.