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Gilbert Neighbors

26 Years of Experience
Huntsville, AL
1 DisclosureBrokerSells Insurance

Gilbert Neighbors is a registered investment advisor at Private Advisor Group, LLC, based in Huntsville, AL, with 26 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

200 Clinton Avenue Suite 400, Huntsville, AL, 35801

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History

Regulatory History (1)
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Judgment / Lien
January 2025
Other Business ActivitiesSells Insurance

Gilbert is involved with Keith Neighbors LLC for tax and investment purposes, and Neighbors Wealth Management Group as a DBA for LPL business. He also provides investment advisory services through Private Advisor Group and sells non-variable insurance through Alliance Group, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Private Advisor Group, LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - November 2017 · 14 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - November 2017 · 14 yrs 4 mos
Prudential Securities Incorporated
July 1999 - July 2003 · 4 yrs
Prudential Securities IncorporatedBroker
June 1999 - July 2003 · 4 yrs 1 mo
State Registrations8 states
ALFLGAILLAMSTNTX
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.
Gilbert Neighbors - Financial Advisor | TrueAdvisor