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Shyla Suzanne Gibson

Nelson Securities, INC.

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About Shyla Suzanne Gibson

Shyla Suzanne Gibson is a licensed financial professional with over 24 years of experience in the financial services industry. Shyla is currently registered with Nelson Securities,INC. and is a General Securities Principal and has both Series 7 and Series 24 licenses. Shyla has previously held positions at FIRST ALLIED SECURITIES, INC. and WATERHOUSE SECURITIES, INC. Shyla specializes in financial planning, portfolio management and investment advisory services for individual and corporate clients.

Firm Information

Shyla Gibson is currently registered with Nelson Securities, INC.. Nelson Securities, INC. is a Corporation formed on October 3, 1983, and is headquartered in SPOKANE, WA, United States. The firm has 7 licensed agents, 9 investment adviser representatives, 11 registered representatives, 9 individuals performing investment advisory functions, and 0 investment adviser representatives for other investment advisers. The firm manages approximately $242,493,984 in regulatory assets under management and offers portfolio management services to individuals and publication of periodicals. They also provide investment advisory services to individuals other than high-net-worth individuals, corporations, and pension and profit sharing plans. Nelson Securities, INC. is registered with the SEC and is also registered in all 50 states.
Nelson Securities, INC.

9718 N MORTON CT

SPOKANE, WA 99218

$242.49M

Assets Under Management

Not reported

Total Clients

11

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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Shyla Gibson’s Registration & Firm History

WA

04/20/2004 - Present

Nelson Securities,INC. (SPOKANE WA)

CA

10/06/1998 - 04/27/2004

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

NE

06/01/1998 - 07/30/1998

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NA

03/16/1998 - 06/01/1998

JACK WHITE & COMPANY, INC.

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Licenses & Designations

BC

Issued 04/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/09/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shyla Suzanne Gibson.
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