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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Jacob Staton is an Investment Advisor Representative associated with Gibbs Wealth Management, LLC, which is located in ALPHARETTA, GA. Charles Jacob Staton has been in the industry since April 2022. Charles Jacob Staton has passed the Uniform Investment Adviser Law Examination (Series 65) on March 5, 2024 and is currently registered with the state of Georgia. Charles Jacob Staton is associated with Gibbs Wealth Management, LLC since March 2024. Gibbs Wealth Management, LLC is a financial services firm providing financial planning and portfolio management services to individuals and businesses. The firm has a total of 2983 accounts under management with $391,385,872 in regulatory assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
05/17/2024 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
IA
Issued 03/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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