Andrew
Gibson

Onedigital Investment Advisors

CRD#7720181
Investment Advisor
in Raleigh, NC

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About this Advisor

Andrew Gibson is a financial advisor based in Raleigh, North Carolina, working with Onedigital Investment Advisors. Andrew has previously held positions at Onedigital Investment Advisors LLC, State Farm, and North Carolina State University. Andrew has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Andrew is part of Onedigital Investment Advisors, which operates out of Raleigh, North Carolina. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2301 Rexwoods Dr. Suite 116
Raleigh, NC 27607

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

NC Average: $2,243,162,756
Total Number of Employees

550

NC Average: 44
Total Number of Accounts

57,121

NC Average: 4,091
Average Account Size

$1,875,008

NC Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Gibson Work History

2022 - Present (2 years)

Onedigital Investment Advisors LLC

2021 - 2021 (< 1 year)

State Farm

2016 - 2020 (4 years)

North Carolina State University

2013 - 2016 (3 years)

Student

Disclosures

Please visit the SEC profile of Andrew 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 Onedigital Investment Advisors

Bradford Hyde
Bonita Springs, FL
Kevin Lyons
Sarasota, FL
Kyle Murray
Overland Park, KS
Shemar Etienne
Atlanta, GA
Jonas Boyer
Overland Park, KS
Melissa Marin
Overland Park, KS
Alex Esposito
Overland Park, KS
Marisa Ricottone
Brooklyn, NY

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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