Sydney Gilbert is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Little Rock, AR, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
15100 Pride Valley Rd, Little Rock, AR, 72223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sydney is a finance committee member at St. Mark's Episcopal Church and has ownership stakes in O'Quin Gilbert LLC and The O'Quin Group Inc. Sydney dedicates minimal time to the church and O'Quin Gilbert LLC, but spends a few hours per week on The O'Quin Group Inc.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations32 states
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