Douglas Gibson, financial advisor Houston TX

Douglas Gibson

CRD Number: 5626771
Current Firm: World Equity Group, Inc.

Douglas Gibson (CRD# 5626771) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
World Equity Group, Inc. Arlington Heights, IL May 2021 - Current 2
Equitable Advisors, LLC New York, NY Nov 2011 - May 2021 9
Axa Advisors, LLC New York, NY Nov 2011 - Jun 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Douglas A. Gibson
Phone Number: 847-342-1700
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    4,884
    ACCOUNTS
  • Average Account Value
    $206,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Publication of periodicals or newsletters
  • 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, WY

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