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Elizabeth R Gibson

Integris Wealth Management, LLC

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About Elizabeth R Gibson

Elizabeth Gibson is a financial advisor with Integris Wealth Management, LLC. Elizabeth has been in the financial services industry for over seven years. She holds the Series 66, Series 7, and Series 24 licenses. Elizabeth provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Elizabeth is committed to helping clients achieve their financial goals.

Firm Information

Elizabeth Gibson is currently registered with Integris Wealth Management, LLC. Integris Wealth Management, LLC is a registered investment adviser based in Monterey, CA. With over $573 million in regulatory assets under management, they primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services for individuals.
Integris Wealth Management, LLC

435 WASHINGTON STREET

MONTEREY, CA 93940

$573.92M

Assets Under Management

25

Total Clients

9

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.

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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Elizabeth Gibson’s Registration & Firm History

CA

01/31/2024 - Present

Integris Wealth Management, LLC (MONTEREY CA)

SC

01/10/2020 - 03/29/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Greenville SC)

OH

01/27/2017 - 03/27/2019

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

12/16/2016 - 01/23/2017

MORGAN STANLEY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 01/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth R Gibson.
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