Alvonzo
Gibbs

Pruco Securities, LLC

CRD#1326823
Investment Advisor
in Charlotte, NC
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About this Advisor

Alvonzo Gibbs is a certified financial planner located in Charlotte, North Carolina. Currently an advisor at Pruco Securities, LLC, Gibbs has 14 years of work experience. Gibbs maintains Series 63 and Series 66 licenses, which designate them as a securities broker. Gibbs is able to work with clients based out of North Carolina. Over the course of their career, Gibbs has held roles at Metlife Securities Inc, Metropolitan Life Insurance Company, Lincoln Financial Securities Corporation, Pruco Securities LLC and The Prudential Insurance Company Of America. Pruco Securities, LLC is headquartered in Charlotte, North Carolina, and has 113 other locations across the nation. In total, Pruco Securities, LLC manages $6 billion in assets across 47,024 accounts and employs more than 2,600 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages one accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Pruco Securities, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

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

Disclosures

No

Office Location

2701 Coltsgate Road Suite 220
Charlotte, NC 28211

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,544,600,186

NC Average: $10,121,009,343
Total Number of Employees

2,600

NC Average: 92
Total Number of Accounts

53,064

NC Average: 6,978
Average Account Size

$123,334

NC Average: $1,450,417

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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

Alvonzo Gibbs Work History

Alvonzo has 14 years of experience.

2018 - Present (1 year)

Pruco Securities LLC

2018 - Present (1 year)

The Prudential Insurance Company Of America

2010 - 2018 (8 years)

Lincoln Financial Securities Corporation

2004 - 2010 (6 years)

Metlife Securities Inc

2004 - 2010 (6 years)

Metropolitan Life Insurance Company

Disclosures

Alvonzo Gibbs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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