Tom Gibbings, financial advisor San Diego CA
93 score

Tom Gibbings

CRD Number: 1277290
Current Firm: Ameritas Investment Corp

Tom Gibbings (CRD# 1277290) is an Investment Advisor Representative working at Ameritas Investment Corp in San Diego, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
20/20 Capital Management Costa Mesa, CA Nov 2015 - Current 1
Ameritas Life Insurance Company Lincoln, NE Oct 2003 - Current 13
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 13
Derby Irrevocable Insurance Trust San Diego, CA Sep 2000 - Current 16
Acacia Mutual Life San Diego, CA Aug 1979 - Current 37
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Oct 2003 - Dec 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Tom R. Gibbings
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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