John
Gibson

Equity Services, Inc

CRD#1321584
Investment Advisor
in Charlotte, NC
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About this Advisor

John Gibson is an investment advisor whose office is in Charlotte, North Carolina. Currently a registered investment advisor with Equity Services, Inc, Gibson has 15 years of practice in the financial advisory industry. Gibson has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Gibson is registered to serve investors in North Carolina. Throughout their career, Gibson has worked at American United Life, Oneamerica Securities, National Life Group and Equity Services, Inc. Equity Services, Inc is based out of Charlotte, North Carolina, and has 208 brick-and-mortar locations throughout the United States. As a company, Equity Services, Inc manages $1 billion in assets throughout 9,508 client accounts and employs more than 400 people. The firm's total assets under management places it among the larger investment advisory firms in the nation. The firm manages 656 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Equity Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5925 Carnegie Blvd Suite 300
Charlotte, NC 28209

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,269,798,724

NC Average: $4,257,716,217
Total Number of Employees

400

NC Average: 30
Total Number of Accounts

9,508

NC Average: 868
Average Account Size

$133,551

NC Average: $4,905,203

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Gibson Work History

John has 15 years of experience.

2014 - Present (5 years)

National Life Group

2014 - Present (5 years)

Equity Services, Inc

2003 - 2014 (11 years)

American United Life

2003 - 2014 (11 years)

Oneamerica Securities

Disclosures

John Gibson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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