James Gibson
James Gibson is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Yardley, PA, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
301 Oxford Valley Rd Ste 1202A, Yardley, PA, 19067
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
James sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating full-time hours to this activity. He is also a co-owner of Wealth Management Associates, LLC (financial planning) and Jozarome Partnership (real estate), and the owner of J Gibson & Associates, Inc. (tax and accounting), but spends minimal time on these endeavors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Worthmark Financial Services, LLCBroker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
H.D. Vest Investment ServicesBroker
Sunpoint Securities, INC.Broker
Foresters Equity Services, INC.Broker
Integrated Resources Equity CorporationBroker
Columbia Asset Management CORP.Broker
Dean Witter Reynolds INC.Broker
First Jersey Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.