Roger
Gibson
Gibson Capital, LLC
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About this Advisor
Roger Gibson is a chartered financial analyst based in Wexford, Pennsylvania with a total of 14 years of relevant experience. Gibson is an advisor for Gibson Capital, LLC. Over the course of their career, Gibson has held roles at Gibson Capital, LLC. Gibson maintains a Series 63 license, certifying them as a securities representative, and is able to operate in Pennsylvania. Gibson Capital, LLC is a financial advisory company headquartered in Wexford, PA. It oversees $2 billion in assets under management across its 979 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 979 client accounts, 77% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Gibson Capital, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gibson Capital, LLC Brokerage Details
$2,079,301,182
16
979
$2,123,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Roger Gibson Work History
Roger has been registered as a financial advisor for 14 years.*
Gibson Capital, LLC
Gibson Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roger 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 Gibson Capital, LLC
Wexford, PA
Wexford, PA
Wexford, PA
Wexford, PA
Wexford, PA
Wexford, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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