AG
AG

Andrea Marie Gibbons

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

Toledo, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrea is a financial advisor at Wilcox Financial-Wilcox Sports Management, dedicating full-time hours to financial planning and investment advice. She also works as an insurance agent for Wilcox Financial/AIC, spending about half her time on insurance and annuity sales.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2022 - Present · 4 yrs
Ameritas Investment Company, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
National Planning CorporationBroker
October 2004 - August 2007 · 2 yrs 10 mos
The Huntington Investment CompanyBroker
August 2002 - January 2003 · 5 mos
State Registrations3 states
MINEOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea Marie Gibbons - Financial Advisor | TrueAdvisor