Stephen Gibson, financial advisor Wilmington DE
83 score

Stephen Gibson

CRD Number: 1350488
Current Firm: Affinity Wealth Management, Inc.

Stephen Gibson (CRD# 1350488) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Affinity Wealth Management, Inc. Wilmington, DE Apr 2013 - Current 3
Gladstone Associates Conshohocken, PA Aug 2011 - Apr 2013 1
Valscore Research Corporation Philadelphia, PA May 2006 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination May 2013
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Stephen E. Gibson
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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