Gerald Gibson, financial advisor Mandeville LA

Gerald Gibson

CRD Number: 2658564
Current Firm: Concourse Financial Group Advisors

Gerald Gibson (CRD# 2658564) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mandeville, LA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Mandeville, LA Apr 2008 - Current 15
Concourse Financial Group Securities Inc. Mandeville, LA Dec 2005 - Current 18
(dba) Legacy Financial Partners LLC Mandeville, LA Mar 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Gerald L. Gibson
Phone Number: 800-288-3035
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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