Philip Gibson is a CFP-designated registered investment advisor at Xypn Invest, based in Indian Land, SC, with 9 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Contact
Philip Gibson
Location
Indian Land, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is a Professor of Finance and Director of Financial Planning at Winthrop University since 2014, teaching classes, doing research, and providing university service. This takes about 10-20% of his time, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Concurrent Wealth Management
Wealth Enhancement Advisory Services, LLC
Carroll Financial Associates INC
Elation Wealth LLC
State Registrations1 state
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.