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Tanni J. Gibson

Transamerica Financial Advisors, Inc.

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About Tanni J. Gibson

Tanni Gibson is a financial advisor with over 12 years of experience in the industry. Tanni is currently registered with Transamerica Financial Advisors, Inc. Tanni has been registered with Transamerica Financial Advisors, Inc. since 2023. Prior to this, Tanni worked at J.P. Morgan Securities LLC from 2012 to 2022, Chase Investment Services Corp from 2009 to 2012, and SunTrust Investment Services, Inc. from 2008 to 2009. Tanni holds the Series 7, Series 66 and SIE licenses. Tanni specializes in providing financial advice to individuals and families, and offers portfolio management services.

Firm Information

Tanni Gibson is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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selection of other advisors

Helps you choose top advisors aligned with your 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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Tanni Gibson’s Registration & Firm History

GA

09/18/2023 - Present

Transamerica Financial Advisors, Inc. (DULUTH GA)

GA

10/01/2012 - 03/02/2022

J.P. MORGAN SECURITIES LLC (MARIETTA GA)

GA

12/15/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MARIETTA GA)

GA

03/04/2008 - 02/13/2009

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanni J. Gibson.
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