Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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