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Brian Gibson

31 Years of Experience
West Union, IA
1 DisclosureBroker

Brian Gibson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Union, IA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

105 E Main Street, Suite 1, West Union, IA, 52175

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History

Regulatory History (1)
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Customer Dispute
March 2003
Denied
Other Business Activities

Brian owns and manages a farm, including planting crops, raising steers, and beekeeping, dedicating minimal time to each. He also works as an independent contractor and financial advisor for Foundations Wealth Partners, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 9 mos
Previous Registrations
Edward Jones
January 2007 - October 2014 · 7 yrs 9 mos
Edward JonesBroker
December 1998 - October 2014 · 15 yrs 10 mos
Franklin Financial Services CorporationBroker
March 1994 - September 1998 · 4 yrs 6 mos
State Registrations24 states
ALARAZCAFLIAILINKSMAMDMIMNMTNCNDNEOHORSDTNTXUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.