Edward
Gibbs

Gibbs Wealth Management, LLC

CRD#3126187
Investment Advisor
in Alpharetta, GA

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About this Advisor

Edward Gibbs is a financial advisor based in Alpharetta, Georgia, working with Gibbs Wealth Management, LLC. Edward has previously held positions at Php Agency LLC (People Helping People), Berman Capital Advisors, LLC, Taylor Capital Management Inc, Visionary Wealth Management, LLC, Triumph Wealth Advisors, Inc, Gibbs Wealth Management, LLC, Gibbs Financial Group, Sjm Real Estate Holdings, LLC, and Gibbs Marketing Inc. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, North Carolina, Ohio, Virginia, and Wisconsin. Currently, Edward is part of Gibbs Wealth Management, LLC, which operates out of Alpharetta, Georgia. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million and offers services including 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

3980 Old Milton Parkway
Alpharetta, GA 30005

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

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

21

GA Average: 58
Total Number of Accounts

2,983

GA Average: 1,608
Average Account Size

$131,205

GA Average: $2,220,225

Investment Advisory Services

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

Edward Gibbs Work History

2019 - Present (6 years)

Sjm Real Estate Holdings, LLC

2015 - Present (10 years)

Gibbs Wealth Management, LLC

2014 - Present (11 years)

Gibbs Marketing Inc

2013 - Present (12 years)

Gibbs Financial Group

2020 - 2021 (1 year)

Visionary Wealth Management, LLC

2014 - 2015 (1 year)

Taylor Capital Management Inc

2014 - 2015 (1 year)

Triumph Wealth Advisors, Inc

2013 - 2014 (1 year)

Berman Capital Advisors, LLC

2010 - 2014 (4 years)

Php Agency LLC (People Helping People)

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Disclosures

Please visit the SEC profile of Edward Gibbs 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
Salvatore Lavely
Alpharetta, GA
Charles Staton
Alpharetta, GA
Ryan Bauman
Alpharetta, GA
Thomas Watson
Alpharetta, GA
Ryan Brummans
Alpharetta, GA
Justin Turney
Sparta, TN
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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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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