Ahmad Al-Gibaly, financial advisor Leawood KS

Ahmad Al-Gibaly

CRD Number: 5902484
Current Firm: Charles Schwab & Company, Inc.

Ahmad Al-Gibaly (CRD# 5902484) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leawood, KS and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Leawood, KS Apr 2017 - Current 6
Charles Schwab Bank Leawood, KS Apr 2017 - Current 6
Gwfs Equities, Inc. Overland Park, KS May 2016 - Mar 2017 < 1
Ivy Funds Distributor Overland Park, KS Sep 2015 - May 2016 < 1
Waddell & Reed Overland Park, KS Sep 2015 - May 2016 < 1
Ivy Funds Distributor Overland Park, KS Sep 2015 - May 2016 < 1
Gwfs Equities, Inc. Overland Park, KS Sep 2014 - Sep 2015 1
Gwfs Equities, Inc. Overland Park, KS Sep 2014 - Sep 2015 1
J.p. Morgan Retirement Plan Services LLC Kansas City, MO Mar 2011 - Sep 2015 4
J.p. Morgan Institutional Investments Inc. Kansas City, MO Mar 2011 - Sep 2015 4
Jp Morgan Overland Park, KS Mar 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Ahmad A. Al-Gibaly
Phone Number: 415-667-7000
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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