Douglas Clancy (CRD# 5070195) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Roseville, CA and has over 17 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Roseville, CA | May 2023 - Current | 1 |
| Cswta Insurance Solutions | Roseville, CA | Dec 2014 - Current | 9 |
| Cornerstone Wealth & Tax Advisory Group | Roseville, CA | Mar 2012 - Current | 12 |
| Gibbs Wealth Management, LLC | Alpharetta, GA | Jun 2020 - Jul 2020 | < 1 |
| Retirement Planning Services, Inc. | Roseville, CA | Apr 2009 - Jun 2020 | 11 |
| Woodbridge Wealth | Sherman Oaks, CA | Oct 2016 - Aug 2018 | 1 |
| Cswta Insurance Solutions, Inc. | Roseville, CA | Nov 2010 - Dec 2014 | 4 |
| Cornerstone Wealth & Tax Advisory Group, Inc. | Roseville, CA | Apr 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- CA
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Total Assets Under Management391MILLIONS
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Total Number of Accounts2,983ACCOUNTS
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Average Account Value$131,205
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI
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