Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvonzo? Claim Your ProfileAlvonzo Timothy Gibbs is a financial advisor with over 30 years of experience in the financial services industry. Alvonzo is registered with LPL Enterprise, LLC, a firm that provides a variety of financial services, including financial planning, portfolio management, and consulting. Alvonzo has been registered with LPL Enterprise, LLC since 2024. Alvonzo has held previous registrations with Lincoln Financial Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MONY Securities Corp., and First Investors Corporation. Alvonzo is licensed to provide financial services in several states, including California, Florida, Georgia, Indiana, Kentucky, North Carolina, South Carolina, and Virginia. Alvonzo is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
11/14/2024 - Present
LPL Enterprise, LLC (CHARLOTTE NC)
NC
04/01/2010 - 05/23/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
NC
11/09/2004 - 04/06/2010
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
11/09/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
IN
06/16/1992 - 11/03/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/16/1992 - 11/03/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/14/1991 - 05/20/1992
MONY SECURITIES CORP. (NEW YORK NY)
NJ
02/13/1985 - 11/12/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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