Douglas Gibson
Douglas Gibson is a registered investment advisor at World Equity Group, INC., based in Houston, TX, with 17 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
1800 West Loop South, Unit 1700, Houston, TX, 77027
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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
Douglas sells various insurance products, including life, term life, whole life, index life, and LTC. He also serves as Vice President of Sales for SMART Group Houston, Exponent Prosperity Accelerator Advisors LLC, and Innovative Capital Assurance, focusing on sales, business development, and marketing, and owns Opp Zone Property Solutions.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 states
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.