Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gibson? Claim Your ProfileGibson Wilkes is a financial advisor with over 35 years of experience. Currently, Gibson is an Investment Advisor Representative at Hightower Advisors, LLC, a firm with over 130 billion dollars in assets under management. Prior to Hightower Advisors, LLC, Gibson was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gibson holds the Series 7, 9, 10, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Gibson specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
02/23/2011 - Present
Hightower Advisors, LLC (Vero Beach FL)
ME
10/13/2000 - 02/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
MO
09/06/1996 - 10/18/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AZ
11/19/1989 - 09/11/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/24/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/20/1986 - 10/22/1986
MARK TWAIN BROKERAGE SERVICES
NA
02/24/1984 - 03/15/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 10/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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