Ryan
Gibbs

The Kocen Financial Group, Inc

CRD#6371527
Investment Advisor
in San Diego, CA
Are you Ryan Gibbs? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Gibbs is a certified financial planner whose office is in San Diego, California. Currently an investment advisor with The Kocen Financial Group, Inc, Gibbs has 10 years of professional experience in the financial advisory industry. Gibbs holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Gibbs is able to serve clients in California. During their career, the advisor has held roles at Heritage Wealth Management, Inc, Financial Goal Securities, Inc, Halverson And Company, Inc, Brigham Young University, Callaway Golf, Inc, Heritage Financial And Insurance Services, Inc, Mille Fleurs, Inc and The Kocen Financial Group. The Kocen Financial Group, Inc is based out of San Diego, California. In aggregate, The Kocen Financial Group, Inc manages $186 million in assets throughout 1,249 client accounts and retains seven staff members. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. The Kocen Financial Group, Inc can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

11440 W Bernardo Ct Ste 240
San Diego, CA 92127

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Kocen Financial Group, Inc Brokerage Details

Total Assets Under Management

$193,395,893

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

1,365

CA Average: 3,727
Average Account Size

$141,682

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ryan Gibbs Work History

Ryan has 10 years of experience.

2018 - Present (1 year)

Heritage Advanced Tax Strategies Inc, A Professional Corporation

2014 - Present (5 years)

Heritage Wealth Management, Inc

2014 - Present (5 years)

Financial Goal Securities, Inc

2014 - Present (5 years)

The Kocen Financial Group

2013 - 2013 (< 1 year)

Heritage Wealth Management, Inc

2013 - 2014 (1 year)

Halverson And Company, Inc

2012 - 2012 (< 1 year)

Brigham Young University

2012 - 2012 (< 1 year)

Callaway Golf, Inc

2011 - 2012 (1 year)

Brigham Young University

2009 - 2010 (1 year)

Heritage Financial And Insurance Services, Inc

2008 - 2008 (< 1 year)

Mille Fleurs, Inc

Disclosures

Ryan Gibbs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started