Tevin Gibson
Tevin Gibson is a registered investment advisor at Primerica Advisors, based in Coraopolis, PA, with 2 years of industry experience. Tevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
246 Moon Clinton Rd, Ste 201, Coraopolis, PA, 15108
Get directionsHistory
Regulatory History (1)
Financial
October 2022Other Business Activities
Tevin sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Tevin creates videos for Youtube, dedicating minimal time to this activity.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
More Advisors
- Steven Templeton, CFPTempleton Financial Planning
- Jared Orr, CFPFederated Investment Counseling
- Thomas Boyer, CFPStrategic Advisers LLC