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Paul Brian Gibson

Harborview Capital Management LLC

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About Paul Brian Gibson

Paul Gibson is a registered Investment Advisor Representative with Harborview Capital Management LLC, which has an office in Sarasota, FL. Paul has been in the financial services industry since 1994. Paul has passed the Series 7, 63 and 65 exams and Series 24. Paul's previous employment includes Euro Pacific Capital, Inc. and BT Securities Corporation. Paul is an active Investment Advisor in the state of Florida.

Firm Information

Paul Gibson is currently registered with Harborview Capital Management LLC. Harborview Capital Management LLC is an investment advisor with 1 investment advisory function registered with the SEC. The firm manages approximately $24,303,556 in regulatory assets for 92 clients. The firm provides portfolio management for individuals and has 20 clients: 12 high-net-worth individuals and 8 individuals other than high-net-worth.

$24.30M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Paul Gibson’s Registration & Firm History

FL

05/08/2024 - Present

Harborview Capital Management LLC (SARASOTA FL)

CT

05/21/2008 - 06/17/2010

EURO PACIFIC CAPITAL, INC. (WESTPORT CT)

MD

05/09/1996 - 12/03/1996

BT SECURITIES CORPORATION (BALTIMORE MD)

MD

09/22/1994 - 01/06/1995

BT SECURITIES CORPORATION (BALTIMORE MD)

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Licenses & Designations

IA

Issued 06/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2009

Series 24 - General Securities Principal Examination

BC

Issued 05/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Brian Gibson.
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