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Paul L Gibert

Gibert Wealth Management

Charlotte, NC

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Current Employers
Gibert Wealth Management

2820 Selwyn Ave Suite 420, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-17
  • NC RA
    APPROVED
    Since 2026-04-17

Branch Locations

2820 Selwyn Ave Suite 420, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Charlotte NC 04/2016 04/2026
Kestra Investment Services, Llc Charlotte NC 10/2010 04/2026
Gibert Wealth Management, Llc Charlotte NC 04/2026 Present
  • 04/2016 → 04/2026
    Kestra Advisory Services, Llc
    Charlotte, NC
  • 10/2010 → 04/2026
    Kestra Investment Services, Llc
    Charlotte, NC
  • 04/2026 → Present
    Gibert Wealth Management, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

Insurance Sales. Less than 1 hour per month on this actitivity. Private equity and property investments. Less than 1 hour per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-24
S63 Uniform Securities Agent State Law Examination 1996-09-12
  • S65 Uniform Investment Adviser Law Examination
    1996-09-24
  • S63 Uniform Securities Agent State Law Examination
    1996-09-12
Designations
Other Names
  • Paul Leblanc Gilbert
  • Paul Le Blanc Gibert
  • Paul Gibert
  • Paul L Gibert Jr.
  • Paul L Gibert Jr

View on SEC IAPD

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