Paul
Gibert

Kestra Advisory Services, LLC

CRD#2776895
Investment Advisor
in Charlotte, NC
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About this Advisor

Paul Gibert is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor with Kestra Advisory Services, LLC, Gibert has 12 years of professional experience as a financial advisor. Gibert has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Gibert can serve clients based out of North Carolina. Throughout their career, Gibert has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Charlotte, North Carolina, and has 513 offices across the country. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1901 Roxborough Road Ste 300
Charlotte, NC 28211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

NC Average: $3,042,739,679
Total Number of Employees

1,231

NC Average: 49
Total Number of Accounts

75,277

NC Average: 2,315
Average Account Size

$271,236

NC Average: $1,314,358

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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

Paul Gibert Work History

Paul has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2010 - 2016 (6 years)

Nfp Securities, Inc

2009 - 2010 (1 years)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Paul Gibert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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