Michael
Gibson

A4 Wealth Advisors LLC

CRD#4906996
Investment Advisor
in Huntersville, NC

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About this Advisor

Michael Gibson is a financial advisor based in Huntersville, North Carolina, working with A4 Wealth Advisors LLC. Michael has previously held positions at Gibson And Associates, Inc, Gradient Investments, LLC, and A4 Wealth Advisors LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Michael is part of A4 Wealth Advisors LLC, which operates out of Huntersville, North Carolina. The firm has 2 offices and 5 employees. The firm manages assets totaling $145.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at A4 Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

16140 Northcross Drive
Huntersville, NC 28078

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A4 Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$145,298,216

NC Average: $3,625,019,099
Total Number of Employees

5

NC Average: 22
Total Number of Accounts

1,135

NC Average: 1,917
Average Account Size

$128,016

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Gibson Work History

2013 - Present (11 years)

A4 Wealth Advisors LLC

2002 - Present (22 years)

Gibson And Associates, Inc

2013 - 2022 (9 years)

Gradient Investments, LLC

Disclosures

Please visit the SEC profile of Michael 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 A4 Wealth Advisors LLC

Shauntae Funkhouser
Huntersville, NC
Heather Fowler
Huntersville, NC
John Balcerzak
Huntersville, NC
Claire Braun
Huntersville, NC
Michael Gibson
Huntersville, NC

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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