linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Earl Smith

Gibbs Wealth Management, LLC

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

About William Earl Smith

William Earl Smith is an investment advisor representative with Gibbs Wealth Management, LLC. William has over 20 years of experience in the financial services industry. William holds Series 6, 7, 63, and 65 securities licenses. William has previously worked for World Equity Group, Inc., Taylor Capital Management Inc., Planmember Securities Corporation, and VALIC Financial Advisors, Inc. William specializes in providing financial advice to individuals and high-net-worth individuals.

Firm Information

William Smith 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

William Smith’s Registration & Firm History

AL

06/07/2024 - Present

Gibbs Wealth Management, LLC (Birmingham AL)

AL

06/25/2019 - 10/14/2019

WORLD EQUITY GROUP, INC. (Birmingham AL)

AL

05/15/2014 - 07/11/2019

TAYLOR CAPITAL MANAGEMENT INC. (Birmingham AL)

AL

02/02/2011 - 05/19/2014

PLANMEMBER SECURITIES CORPORATION (BIRMINGHAM AL)

AL

01/29/1999 - 01/06/2011

VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)

TX

10/21/1998 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

Not sure if William Earl Smith is right for you?

Licenses & Designations

IA

Issued 03/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William Earl Smith. Review regulatory record here.
Not sure if William Earl Smith is right for you?