James
Gibbons

Thurston Springer Advisors

CRD#3103359
Investment Advisor
in Annapolis, MD

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About this Advisor

James Gibbons is a financial advisor based in Annapolis, Maryland with a total of 1 year of industry experience. Gibbons currently works for Thurston Springer Advisors. They have spent their entire time as a financial advisor at Thurston Springer Advisors. Gibbons has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland and Texas. Thurston Springer Advisors is a financial advisory business that has its headquarters in Indianapolis, IN. It has offices in 23 locations and a total of 67 employees. It oversees $1 billion in assets under management between its 3,556 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 3,556 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely depend on the type of financial services provided. Fee types billed by Thurston Springer Advisors likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1997 Annapolis Exchange Parkway Annapolis Center, Ste. 300
Annapolis, MD 21401

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Thurston Springer Advisors Brokerage Details

Total Assets Under Management

$1,112,976,471

MD Average: $1,347,246,178
Total Number of Employees

67

MD Average: 46
Total Number of Accounts

3,556

MD Average: 1,775
Average Account Size

$312,986

MD Average: $759,012

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
  • Educational seminars/workshops

James Gibbons Work History

James has been registered as a financial advisor for 1 years.*

2012 - Present (12 years)

Wells Fargo Advisors Financial Network, LLC

*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 James Gibbons 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 Thurston Springer Advisors

Kevin Mcdougall
Indianapolis, IN
Richard Trotta
Indianapolis, IN
James Gibbons
Annapolis, MD
Hanna Jackson
Indianapolis, IN
Austin Murphy
Indianapolis, IN
James Longstreth
Indianapolis, IN
Paul Murans
Indianapolis, IN
Elizabeth Hurst
Indianapolis, IN

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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