Joseph
Gibbons

Arbor Point Advisors

CRD#6579333
Investment Advisor
in Vienna, VA

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About this Advisor

Joseph Gibbons is a financial advisor based in Vienna, Virginia, working with Arbor Point Advisors. Joseph has previously held positions at Gibbons & Gibbons Pc, Securities Service Network, Gibbons Business Solutions, Securities America, Inc, Arbor Point Advisors, Osaic Wealth, Inc, and Ssn Advisory, Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Joseph is part of Arbor Point Advisors, which operates out of Vienna, Virginia. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8292 A Old Courthouse Rd
Vienna, VA 22182

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,929,575,682

VA Average: $1,978,216,465
Total Number of Employees

2,643

VA Average: 226
Total Number of Accounts

28,010

VA Average: 7,467
Average Account Size

$247,396

VA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Gibbons Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Arbor Point Advisors

2001 - Present (23 years)

Gibbons Business Solutions

1992 - Present (32 years)

Gibbons & Gibbons Pc

2017 - 2020 (3 years)

Ssn Advisory, Inc

2016 - 2020 (4 years)

Securities Service Network

Disclosures

Please visit the SEC profile of Joseph Gibbons 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 Arbor Point Advisors

Amy Clark
Boise, ID
Curren Webb
Omaha, NE
Thomas Kerins
Omaha, NE
Marissa Hammerstrom
Malaga, WA
Gwendolyn Slater
Daytona Beach Shores, FL
William Webb
Omaha, NE
Barry Smith
Pocatello, ID
April Wallace
Auburn, AL

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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