William
Gibson

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5702958
Investment Advisor
in Lewisville, TX

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About this Advisor

William Gibson is a financial advisor operating out of Lewisville, Texas, who has been in the financial industry for 10 years. Gibson is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Gibson has held roles at Morgan Stanley Smith Barney, Tarrant County College, Arthur/Marshall, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Sydaptic, Inc. Gibson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in Lewisville, Texas. It has offices in 153 locations and a total of 1,991 people on staff. It oversees $26 billion in assets under management among its 64,735 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 38 charitable organizations. Of its 64,735 customer accounts, 62% are associated with high-net-worth individuals who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on the financial services offered. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2850 Lake Vista Drive Suite 300, Lewisville Hub
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

TX Average: $7,464,549,021
Total Number of Employees

1,988

TX Average: 88
Total Number of Accounts

69,021

TX Average: 3,892
Average Account Size

$364,861

TX Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Gibson Work History

William has 10 years of experience.

2011 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (8 years)

Tiaa

2011 - 2011 (< 1 year)

Sydaptic, Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2009 - 2009 (< 1 year)

Tarrant County College

2008 - 2009 (1 year)

Arthur/Marshall, Inc

Disclosures

William Gibson has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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