Kurtis
Barnett

Gibbs Wealth Management, LLC

CRD#4483368
Investment Advisor
in Long Beach, CA

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About this Advisor

Kurtis Barnett is a financial advisor based in Long Beach, California, working with Gibbs Wealth Management, LLC. Kurtis has previously held positions at Groove Box Entertainment, The Financial Archit, Horter Investment Management, LLC, Virtue Capital Management, LLC, and Gibbs Wealth Management, LLC. Kurtis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kurtis is part of Gibbs Wealth Management, LLC, which operates out of Long Beach, California. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Gibbs Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

5000 E Spring St Ste 385
Long Beach, CA 90815

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

CA Average: $3,570,121,308
Total Number of Employees

21

CA Average: 58
Total Number of Accounts

2,983

CA Average: 1,608
Average Account Size

$131,205

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Kurtis Barnett Work History

2023 - Present (1 year)

Gibbs Wealth Management, LLC

2010 - Present (14 years)

The Financial Archit

2018 - 2023 (5 years)

Virtue Capital Management, LLC

2015 - 2018 (3 years)

Horter Investment Management, LLC

2001 - 2018 (17 years)

Groove Box Entertainment

Disclosures

Please visit the SEC profile of Kurtis Barnett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gibbs Wealth Management, LLC

Salvatore Lavely
Alpharetta, GA
Ryan Bauman
Alpharetta, GA
Charles Staton
Alpharetta, GA
Chyenne Hayes
Troy, MI
Dustin Grimes
Columbus, OH
Ryan Brummans
Alpharetta, GA
John Olson
Williston, VT
Justin Turney
Sparta, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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