Louise
Gibbs
Westview Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Louise Gibbs is a financial advisor based in Burlington, Vermont with a total of 3 years of industry experience. Gibbs is an advisor for Westview Investment Advisors. Throughout their career, Gibbs has worked at Ubs Financial Services, Westport Marina, Inc, Westview Investment Advisors, LLC, Saint Michaels College and Westview Management, LLC. Gibbs maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Texas and Vermont. Westview Investment Advisors is an advisory firm operating out of Burlington, VT. It has $157 million in total assets among its 449 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 449 customer accounts, 37% are associated with high-net-worth investors who have at least $1 million in investable assets. Westview Investment Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically are based on the type of financial services. However, fee types charged by Westview Investment Advisors most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Westview Investment Advisors Brokerage Details
$157,366,765
4
449
$350,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Louise Gibbs Work History
Louise has been registered as a financial advisor for 3 years.*
Westview Management, LLC
Westview Investment Advisors, LLC
Ubs Financial Services
Westport Marina, Inc
Saint Michaels College
*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 Louise 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 Westview Investment Advisors
Burlington, VT
Burlington, VT
Burlington, VT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
