Brian Robert Giboney

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 08/2024
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
  Des Moines, WA
• 01/2023 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Pks Investments
  Albany, NY

Other Businesses

1. Merit Financial Advisors - Investment Related - At Registered Location - RIA - Investment Advisor - 8/16/2024 - 160 Hours all during trading hours- Service clients 2. Fixed Insurance - Investment Related - At Registered Location- Agent - 8/19/2024 - 5 Hours all during trading hours - Provide insurance advice based on the needs of client(s). 3. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 4. Parachutist Magazine; Not investment-related; 5401 Southpoint Centre Blvd., Fredericksburg, VA, 22407; I have had a monthly column since February 2000; Author; 02/01/2000; 4 hours monthly; 0 hours during securities trading hours; I have had a monthly column since February 2000 in Parachutist Magazine. This is more of a hobby, but since I am paid $60.00 a month I am disclosing it just like it did for over 20+ years at LPL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-11
• S63 Uniform Securities Agent State Law Examination
  1994-03-17