Roy Gibson (CRD# 2455517) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 29 years of experience in the finance industry. Roy Gibson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Security Management, Inc. | Lakewood, CO | Oct 1995 - Current | 28 |
| Financial Security Holdings LLC | Lakewood, CO | Nov 2009 - Dec 2022 | 13 |
| Financial Security Realty | Lakewood, CO | Jun 2009 - Dec 2022 | 13 |
| Fsm Holdings LLC | Lakewood, CO | Sep 2005 - Dec 2022 | 17 |
| Financial Security Management, Inc. | Lakewood, CO | Oct 1995 - Dec 2022 | 27 |
| National Tax & Financial Network Inc. | Lakewood, CO | Aug 2004 - Nov 2017 | 13 |
| National Planning Corporation | Lakewood, CO | Jun 1999 - Nov 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
- CO
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Total Assets Under Management439MILLIONS
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Total Number of Accounts2,436ACCOUNTS
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Average Account Value$180,396
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, LA, ME, NC, NE, NM, NY, OH, OR, TX, VA, WA, WY
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