Daniel
Mowery
Gibbs Wealth Management, LLC
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About this Advisor
Daniel Mowery is a financial advisor who works out of Alpharetta, Georgia with a total of 1 year of relevant experience. Mowery works at Gibbs Wealth Management, LLC. Throughout their career, they have worked at Retirement Wealth Advisors, Hoffman Financial Group, Impact Partnership, Synergy Financial Partners, American Retirement Institute, Pruco Securities, LLC, The Prudential Insurance Company Of America and Gibbs Wealth Management, LLC. Mowery holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Gibbs Wealth Management, LLC is a firm headquartered in Alpharetta, GA. The investment advisory business has offices in 23 locations and a total of 21 people on staff. It manages $200 million in assets between its 1,597 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,597 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the type of services offered. Fees billed by Gibbs Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gibbs Wealth Management, LLC Brokerage Details
$200,180,955
21
1,597
$125,348
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Daniel Mowery Work History
Daniel has been registered as a financial advisor for 1 years.*
Gibbs Wealth Management, LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
American Retirement Institute
Retirement Wealth Advisors
Hoffman Financial Group
Impact Partnership
Synergy Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mowery 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
Columbus, OH
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Pennsburg, PA
Cedar Rapids, IA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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