Best Investors Account Sign in
Inactive

Donald Lewis Retallick

Gibbs Wealth Management, LLC

Alpharetta, GA

Fort Myers, FL

Bonita Springs, FL

Venice, FL

Sarasotra, FL

Claim This Profile
Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-15
  • FL RA
    APPROVED
    Since 2025-12-15

Branch Locations

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

9961 Interstate Commerce Dr. Suite 160, Fort Myers, FL 33913 • United States

27911 Crown Lake Blvd Ste. 247, Bonita Springs, FL 34134 • United States

1500 East Venice Ave Ste. 301, Venice, FL 34292 • United States

1990 Main St Ste. 750, Sarasotra, FL 34236 • 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
Visionary Wealth Management, Llc Alpharetta GA 12/2020 04/2021
Retallick Financial Group, Inc. Bonita Springs FL 01/2009 Present
Gibbs Wealth Management, Llc Alpharetta GA 08/2021 Present
  • 12/2020 → 04/2021
    Visionary Wealth Management, Llc
    Alpharetta, GA
  • 01/2009 → Present
    Retallick Financial Group, Inc.
    Bonita Springs, FL
  • 08/2021 → Present
    Gibbs Wealth Management, Llc
    Alpharetta, GA
Other Businesses

RETALLICK FINANCIAL GROUP, INC. INVESTMENT RELATED INSURANCE AGENT FT MEYERS, FL 33913 01/2009 136 HOURS/MONTH 136 HOURS/MONTH TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-07
  • S65 Uniform Investment Adviser Law Examination
    2020-11-07

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor