Paul Gibert
Paul Gibert is a CFP-designated registered investment advisor at Gibert Wealth Management, based in Charlotte, NC, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 116 clients with $320M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2820 Selwyn Ave, Suite 420, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a registered representative and investment advisor representative through Kestra, and an employee of NFP Corporate Services, where he also sells insurance. He also holds shares in Halliday Real Estate & Investment Co. and manages Gibert Holdings LLC, spending minimal time on these activities.
Employment History
Current Registrations
Gibert Wealth Management
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Wheat, First Securities, INC.Broker
State Registrations1 state
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
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