Best Investors
Account
Sign in
Best Investors
Account
Sign in
Gibbs Wealth Management, LLC CRD 281621
$1.06B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-02 |
| IN | RA | APPROVED | 2020-07-08 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
1211 Tutor Lane Suite H, Evansville, IN 47715 • United States
1727 Sweeney Street Suite 105, Owensboro, KY 42303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2020 | Present |
| American Principal Llc | Evansville | IN | 09/2011 | Present |
| Visionary Wealth Management, Llc | Alpharettta | GA | 12/2020 | 12/2020 |
AMERICAN PRINCIPLE, LLC INVESTMENT RELATED INSURANCE AGENT EVANSVILLE, IN 09/2011 120 HOURS/MONTH 120 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
Reach out to this advisor