JG
CFP
JG
CFP

John Gibson

31 Years of Experience
Glen Burnie, MD
1 DisclosureBroker

John Gibson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glen Burnie, MD, with 31 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

910 Cromwell Park Dr. Ste 103, Glen Burnie, MD, 21061

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1991
Final Disposition
Other Business Activities

John operates his LPL business under the DBA Gibson Schuler Wealth Advisors LLC since June 2023. He also works as a notary in Annapolis, MD, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2023 - Present · 3 yrs 2 mos
LPL Financial LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2016 - August 2023 · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
November 2016 - August 2023 · 6 yrs 9 mos
M&t Securities, INC.
June 2003 - November 2016 · 13 yrs 5 mos
M&t Securities, INC.Broker
May 2003 - November 2016 · 13 yrs 6 mos
UBS Painewebber INC.
August 2001 - March 2003 · 1 yr 7 mos
UBS Painewebber INC.Broker
July 2001 - March 2003 · 1 yr 8 mos
H&r Block Financial Advisors, INC.Broker
January 1995 - July 2001 · 6 yrs 6 mos
State Registrations16 states
AZCADCDEFLMAMDNCNJOHORPASCTXVAWV
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.
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