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Sara Gibbs

EGI Financial, Inc.

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About Sara Gibbs

Sara Gibbs is a financial advisor registered with EGI Financial, Inc., an investment firm based in Akron, Ohio. Sara has been in the industry since November 1986, and holds the Series 7, 63, 65, 99TO and SIE licenses. In addition to her work at EGI Financial, Inc., Sara is also a Trustee for the Kurger Trust. Sara's expertise includes financial planning and portfolio management for individuals and high-net-worth individuals. Sara's experience and expertise allow her to provide clients with a comprehensive range of financial services.

Firm Information

Sara Gibbs is currently registered with EGI Financial, Inc.. EGI Financial, Inc. is an investment advisor based in Akron, OH. The firm manages approximately $288.5 million in assets for 429 accounts. EGI Financial, Inc. provides financial planning and portfolio management services to individuals, including high-net-worth clients.
EGI Financial, Inc.

50 SOUTH MAIN STREET

AKRON, OH 44308-1831

$288.46M

Assets Under Management

Not reported

Total Clients

9

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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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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Sara Gibbs’s Registration & Firm History

OH

02/08/2019 - Present

EGI Financial, Inc. (AKRON OH)

OH

12/13/2006 - 01/11/2019

PROSPERA FINANCIAL SERVICES, INC. (Fairlawn OH)

OH

02/17/2003 - 01/03/2007

WACHOVIA SECURITIES, LLC (AKRON OH)

NY

12/07/1998 - 02/20/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

07/18/1994 - 12/18/1998

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

11/21/1986 - 07/22/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sara Gibbs. Review regulatory record here.
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