Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter William Dotson

Gibbs Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter William Dotson

Peter William Dotson is an Investment Advisor Representative. Peter has been in the industry since 2008 and has experience with various firms, including Signator Investors, Inc., AXA Advisors, LLC, Retirement Resources, LLC, Foresters Equity Services, Inc., Fusion Capital Management, BCD Advisors, and Gibbs Wealth Management, LLC. Peter is currently registered as an Investment Advisor Representative for Gibbs Wealth Management, LLC in Michigan. Peter holds Series 65 and Series 66 licenses as well as Series 7.

Firm Information

Peter Dotson is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Dotson’s Registration & Firm History

MI

05/23/2022 - Present

Gibbs Wealth Management, LLC (Brighton MI)

MI

05/05/2008 - 05/08/2009

SIGNATOR INVESTORS, INC. (LIVONIA MI)

MI

04/07/2008 - 04/30/2008

AXA ADVISORS, LLC (TROY MI)

Not sure if Peter William Dotson is right for you?

Licenses & Designations

IA

Issued 10/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter William Dotson.
Not sure if Peter William Dotson is right for you?