Brian Gibson, financial advisor West Union IA

Brian Gibson

CRD Number: 2460629
Current Firm: Raymond James Financial Services Advisors, Inc.

Brian Gibson (CRD# 2460629) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Union, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Foundations Wealth Partners West Union, IA Jun 2023 - Current < 1
Honey Bees West Union, IA Aug 2015 - Current 8
Brian Gibson Financial Services LLC West Union, IA Oct 2014 - Current 9
Raymond James Financial Services Inc. West Union, IA Oct 2014 - Current 9
Raymond James Financial Services Advisors Inc. West Union, IA Oct 2014 - Current 9
Brian Gibson Real Estate West Union, IA Jul 2020 - Dec 2021 1
Farm Rent West Union, IA Apr 1998 - Dec 2021 23
Office Complex West Union, IA Feb 2016 - Jul 2018 2
Office Building West Union, IA Dec 2003 - Jul 2016 12
Edward D. Jones & Company, LP West Union, IA Sep 1998 - Oct 2014 16
The Franklin Springfield, IL Feb 1986 - Oct 2014 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian P. Gibson
Phone Number: 727-567-3020
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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