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Lee Gibson

14 Years of Experience
Spring, TX
BrokerSells Insurance

Lee Gibson is a registered investment advisor, based in Spring, TX, with 14 years of industry experience.

Location

21025 Spring Brook Plaza Drive, Spring, TX, 77379

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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

Lee works as an Investment Adviser Representative and agent/financial advisor, dedicating full-time hours to providing investment advice, financial planning, and various financial products and services. Lee also services previously sold annuity insurance products, spends minimal time on land resale, and has a commission compensation agreement for a proprietary product.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
February 2013 - February 2025 · 12 yrs
Concourse Financial Group Securities, INC.Broker
February 2013 - February 2025 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - September 2012 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - September 2012 · 1 yr 1 mo
State Registrations1 state
TX
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.
Lee Gibson - Financial Advisor | TrueAdvisor