Stephen Gibbs, financial advisor Huntington Beach CA

Stephen Gibbs

CRD Number: 2660842
Current Firm: Mahalo Advisory Services, LLC

Stephen Gibbs (CRD# 2660842) is an Investment Advisor Representative working at Mahalo Advisory Services, LLC in Huntington Beach, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mahalo Advisory Services, LLC Huntington Beach, CA Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Aug 2001
Disclosure Information

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.

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Contact Info for Stephen D. Gibbs
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $71,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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