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Kenneth George Gibson

Lion Street Advisors, LLC

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About Kenneth George Gibson

Kenneth Gibson is a financial advisor with Lion Street Advisors, LLC and has been in the industry since January 9, 1984. Kenneth has experience working with individuals, high net worth individuals, and pension plans. Kenneth is registered to provide investment advisory services in 14 states. Kenneth holds the Series 6, Series 22, Series 66 and SIE licenses. Kenneth has a Chartered Financial Consultant designation.

Firm Information

Kenneth Gibson is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

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.

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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Kenneth Gibson’s Registration & Firm History

UT

05/04/2020 - Present

Lion Street Advisors, LLC (HIGHLAND UT)

OR

02/01/2007 - 05/04/2020

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

CA

09/14/1992 - 01/03/2007

SIGNATOR INVESTORS, INC. (IRVINE CA)

MA

01/10/1984 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

01/10/1984 - 12/31/1990

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/08/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/09/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth George Gibson.
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