Joshua
Ottinger

Gibbs Wealth Management, LLC

CRD#4812200
Investment Advisor
in Daytona Beach, FL

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About this Advisor

Joshua Ottinger is a financial advisor based in Daytona Beach, Florida, working with Gibbs Wealth Management, LLC. Joshua has previously held positions at Gmz, Elementis, Strategic Wealth Alliance Group, Air Products, and Gibbs Wealth Management, LLC. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Florida and Pennsylvania. Currently, Joshua is part of Gibbs Wealth Management, LLC, which operates out of Daytona Beach, Florida. 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 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

140 S Beach Street Suite 104
Daytona Beach, FL 32114

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

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

21

FL Average: 58
Total Number of Accounts

2,983

FL Average: 1,608
Average Account Size

$131,205

FL Average: $2,220,225

Investment Advisory Services

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

Joshua Ottinger Work History

2023 - Present (1 year)

Gibbs Wealth Management, LLC

2019 - Present (5 years)

Strategic Wealth Alliance Group

2016 - 2019 (3 years)

Elementis

2015 - 2016 (1 year)

Gmz

2006 - 2015 (9 years)

Air Products

Disclosures

Please visit the SEC profile of Joshua Ottinger 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

Chyenne Hayes
Troy, MI
Ryan Bauman
Alpharetta, GA
Charles Staton
Alpharetta, GA
Salvatore Lavely
Alpharetta, GA
Dustin Grimes
Columbus, OH
Robert Messina
Alpharetta, GA
Martin Weiss
Cedar Rapids, IA
Theodore Moyer
Pennsburg, PA

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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