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Michael Patrick Gibson

A4 Wealth Advisors LLC

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About Michael Patrick Gibson

Michael Patrick Gibson is a financial advisor at A4 Wealth Advisors LLC, a firm based in Huntersville, NC. Michael has been in the industry since 2005 and has experience in providing financial advice to high-net-worth individuals and other investors. Michael holds a Series 6, 63, and 65 license, and specializes in investment management, financial planning, and insurance sales. Michael has worked for several firms over the years including KCD Financial, Inc. and World Group Securities, Inc.

Firm Information

Michael Gibson is currently registered with A4 Wealth Advisors LLC. A4 Wealth Advisors LLC is an independent financial advisory firm located in Huntersville, NC, providing investment management, financial planning, and educational seminars for individuals and high-net-worth clients. They manage approximately $176 million in assets and have a team of 5 licensed professionals.
A4 Wealth Advisors LLC

16140 NORTHCROSS DRIVE

HUNTERSVILLE, NC 28078

$176.02M

Assets Under Management

4

Total Clients

5

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Co-advisor fees

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Michael Gibson’s Registration & Firm History

NC

01/06/2024 - Present

A4 Wealth Advisors LLC (HUNTERSVILLE NC)

SC

11/15/2007 - 10/21/2011

KCD FINANCIAL, INC. (COLUMBIA SC)

NC

10/09/2006 - 11/28/2007

WORLD GROUP SECURITIES, INC. (HUNTERSVILLE NC)

SC

04/04/2005 - 10/09/2006

WALNUT STREET SECURITIES, INC. (COLUMBIA SC)

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Licenses & Designations

IA

Issued 11/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Gibson.
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