Matthew
Gibbs
Berger Financial Group
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About this Advisor
Matthew Gibbs is a financial advisor based in South Burlington, Vermont, working with Berger Financial Group. Matthew has previously held positions at Ameriprise Financial Services, LLC, Chapman Construction/Design, Extended Travel, Jackson Hole Mountain Resort, Portland State University, Beneficial State Foundation, Liberty Burger, Lpl Financial, LLC, N B T Bank, N. A, and Berger Financial Group. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Vermont. Currently, Matthew is part of Berger Financial Group, which operates out of South Burlington, Vermont. The firm has 9 offices and 64 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Berger Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,661,051,044
64
7,117
$233,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Matthew Gibbs Work History
Berger Financial Group
Lpl Financial, LLC
N B T Bank, N. A
Ameriprise Financial Services, LLC
Beneficial State Foundation
Extended Travel
Portland State University
Jackson Hole Mountain Resort
Extended Travel
Liberty Burger
Chapman Construction/Design
Disclosures
Please visit the SEC profile of Matthew Gibbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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South Burlington, VT
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