Mark Gibbs, financial advisor Gainesville GA

Mark Gibbs

CRD Number: 4951173
Current Firm: Jt Stratford, LLC

Mark Gibbs (CRD# 4951173) is an Investment Advisor Representative working at Jt Stratford, LLC in Gainesville, GA and has over 18 years of experience in the finance industry. Mark Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fiduciary Capital Stratford, LLC Gainesville, GA Mar 2015 - Current 9
Gibbs Financial Services, Pc Sugar Hill, GA Jul 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Mark E. Gibbs
Phone Number: 770-534-6046
Registered State(s):
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    645
    MILLIONS
  • Total Number of Accounts
    2,279
    ACCOUNTS
  • Average Account Value
    $282,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CO, FL, GA, LA, NC, PA, SC, TN, TX, VA

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