Derrick
Gibbs

Prosperity Capital Advisors

CRD#7212277
Investment Advisor
in Westlake, OH

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About this Advisor

Derrick Gibbs is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Derrick has previously held positions at C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, The Chamberlin Group (D.B.A. For Advisory Business), The Chamberlin Group, C2Fo, Synergy Wealth-Mass Mutual, Waddell & Reed, Synchrony Financial, Southwestern Oklahoma State University, and Highland Community College. Derrick has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Derrick is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 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 institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

Office Location

30400 Detroit Road Suite 201
Westlake, OH 44145

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

OH Average: $2,106,341,625
Total Number of Employees

202

OH Average: 34
Total Number of Accounts

9,396

OH Average: 1,972
Average Account Size

$238,964

OH Average: $1,068,125

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

Derrick Gibbs Work History

2023 - Present (1 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2023 - Present (1 year)

The Chamberlin Group (D.B.A. For Advisory Business)

2022 - 2023 (1 year)

The Chamberlin Group

2021 - 2022 (1 year)

C2Fo

2020 - 2021 (1 year)

Synergy Wealth-Mass Mutual

2019 - 2020 (1 year)

Waddell & Reed

2019 - 2019 (< 1 year)

Synchrony Financial

2017 - 2019 (2 years)

Southwestern Oklahoma State University

2014 - 2016 (2 years)

Highland Community College

Disclosures

Please visit the SEC profile of Derrick Gibbs 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 Prosperity Capital Advisors

Derrick Gibbs
Westlake, OH
Grace Nicholson
Westlake, OH
Catherine Reid
Arden, NC
Jake Giles
Arden, NC
Kirsten Schlumbohm
Westlake, OH
Thomas Ponce
Edwardsville, IL
Troy Stine
Lake Charles, LA
Eric Langenfeld
Westlake, OH

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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