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Sarah Adams lamar Gibson

Wells Fargo Securities, LLC

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About Sarah Adams lamar Gibson

Sarah Gibson is a financial professional with over three years of experience in the industry. Sarah is registered with Wells Fargo Securities, LLC and holds the Series 63, SIE, and Series 79 licenses. Sarah has been registered in 51 states and the District of Columbia. Sarah is currently located in Charlotte, NC and is active in both broker-dealer and investment advisor roles.

Firm Information

Sarah Gibson is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Sarah Gibson’s Registration & Firm History

NC

12/10/2018 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

NC

04/27/2015 - 07/03/2018

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Adams lamar Gibson.
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