Beth
Gibson

Lincoln Investment

CRD#6950857
Investment Advisor
in Savannah, GA

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About this Advisor

Beth Gibson is a financial advisor based in Savannah, Georgia, working with Lincoln Investment. Beth has previously held positions at William Horne, Chick Fil A, Staff Care 24 7, Investment Credit Capital, Savannah Square, Kaylen Mitchell, Northwestern Mutual Investment Services LLC, Meghan Newell, Northwestern Mutual Wealth Management Company, The Horseshoe Crab, Talbots, Lincoln Investment, Carrie At Scribble Art Studio, and Jen Jenkins With Coffee Fox. Beth has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Beth is part of Lincoln Investment, which operates out of Savannah, Georgia. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Savannah, GA

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

GA Average: $15,833,994,310
Total Number of Employees

1,297

GA Average: 41
Total Number of Accounts

203,427

GA Average: 3,342
Average Account Size

$84,640

GA Average: $4,737,880

Investment Advisory Services

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

Beth Gibson Work History

2023 - Present (1 year)

Lincoln Investment

2022 - Present (2 years)

Talbots

2021 - 2022 (1 year)

The Horseshoe Crab

2019 - 2019 (< 1 year)

Meghan Newell

2019 - 2023 (4 years)

Northwestern Mutual Wealth Management Company

2018 - 2018 (< 1 year)

William Horne

2018 - 2018 (< 1 year)

Chick Fil A

2018 - 2018 (< 1 year)

Kaylen Mitchell

2018 - 2023 (5 years)

Northwestern Mutual Investment Services LLC

2018 - 2023 (5 years)

William Horne

2017 - 2018 (1 year)

Staff Care 24 7

2016 - 2017 (1 year)

Chick Fil A

2016 - 2016 (< 1 year)

Investment Credit Capital

2016 - 2016 (< 1 year)

Carrie At Scribble Art Studio

2016 - 2016 (< 1 year)

Jen Jenkins With Coffee Fox

2015 - 2016 (1 year)

Savannah Square

Disclosures

Please visit the SEC profile of Beth Gibson 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 Lincoln Investment

Miriam Percy
Broken Arrow, OK
Annirose Womack
Verona, WI
Nellie Forst
Fort Washington, PA
Kimberly Cox
Lutz, FL
James Horris
Brookeville, MD
Randall Taylor
Shippensburg, PA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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