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David Allen Gibbs

Alden Investment Group

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About David Allen Gibbs

David Gibbs is an experienced financial advisor with over 25 years of experience in the industry. David holds Series 6 and 63 securities licenses, along with the SIE exam, and is currently registered in several states, including Pennsylvania, New Jersey, and New York. David is affiliated with Alden Investment Group, a firm based in Wayne, PA that provides financial planning and investment management services to individual and institutional clients. David's experience and expertise make him a valuable resource for clients looking to achieve their financial goals.

Firm Information

David Gibbs is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Gibbs’s Registration & Firm History

PA

02/16/2024 - Present

Alden Investment Group (Wayne PA)

PA

03/25/2017 - 09/14/2023

MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)

PA

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)

PA

08/22/1997 - 01/02/2015

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

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Licenses & Designations

BC

Issued 09/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Allen Gibbs. Review regulatory record here.
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