Peter Gibson (CRD# 5467097) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 18 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accolade Invetment Advisory LLC | Tallahassee, FL | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- FL
- MS
- OH
- TX
-
Total Assets Under Management1,368MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$33,360,700
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, LA, MS, OH, TX
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