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John Charles Gibson

Equity Services, Inc.

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About John Charles Gibson

John Charles Gibson is a financial professional with over 35 years of experience in the industry. John has a wide range of experience, having worked with several firms including OneAmerica Securities, Inc., American General Securities Incorporated, Pruco Securities Corporation, Calvert Securities Corporation, and MONY Securities Corp. John is currently registered with Equity Services, Inc. in North Carolina, South Carolina, and Tennessee. John holds the Series 7, Series 63, Series 24, Series 26, and Series 65 licenses. John is a Chartered Financial Consultant. John focuses on working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

John Gibson is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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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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John Gibson’s Registration & Firm History

NC

08/11/2023 - Present

Equity Services, Inc. (CHARLOTTE NC)

TN

04/11/2003 - 04/03/2014

ONEAMERICA SECURITIES, INC. (BRENTWOOD TN)

AZ

05/15/2001 - 12/31/2001

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NJ

09/09/1993 - 09/12/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MD

03/13/1990 - 08/30/1993

CALVERT SECURITIES CORPORATION (BETHESDA MD)

NY

01/23/1985 - 03/12/1990

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2005

Series 24 - General Securities Principal Examination

BC

Issued 07/29/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Charles Gibson.
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