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Edward Rodney Gibson

Wells Fargo Clearing Services, LLC

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About Edward Rodney Gibson

Edward Gibson is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. He has been in the industry since 1987 and is currently registered in multiple states. Edward has worked at several firms throughout his career including Citigroup Global Markets Inc. and Dean Witter Reynolds Inc. He is a registered representative and Investment Advisor Representative. Edward provides financial planning, investment consulting services, and portfolio management for individuals, businesses, and institutions. He offers advisory services for a variety of client types including individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Edward Gibson is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Edward Gibson’s Registration & Firm History

NY

01/24/2023 - Present

Wells Fargo Clearing Services, LLC (ARDSLEY NY)

NY

05/29/2007 - 01/07/2020

CITIGROUP GLOBAL MARKETS INC. (SCARSDALE NY)

NY

06/01/1992 - 05/29/2007

CITICORP INVESTMENT SERVICES (SCARSDALE NY)

NA

10/20/1994 - 07/17/1995

FINANCIAL HORIZONS SECURITIES CORPORATION

NA

09/25/1990 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NA

05/11/1990 - 10/03/1990

LANDMARK BROKERAGE SERVICES, INC.

NY

03/15/1989 - 05/31/1990

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

PA

03/01/1989 - 03/18/1989

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

NY

08/04/1988 - 03/10/1989

INVESTORS CENTER, INC. (HAUPPAGUE NY)

NA

06/26/1987 - 08/12/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 06/09/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1990

Series 3 - National Commodity Futures Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Edward Rodney Gibson. Review regulatory record here.
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