Mary T. Gibson

NEWPORT WEALTH ADVISORS

Newport Beach, CA 92660

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CRD#: 1370069

Professional summary

Mary Theresa Gibson is a registered financial advisor currently at NEWPORT WEALTH ADVISORS, INC. located in Newport Beach, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mary has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. PRESIDENT, GIBSON FINANCIAL SERVICES INC., 2633 DENVER STREET, SAN DIEGO, CA 92117. NON INVESTMENT RELATED SINCE 2002. BRANDING PURPOSES ONLY. 2. GIBSON FINANCIAL SERVICES INC POSITION: President NATURE: I prepare taxes for individuals and S corps and do occasional bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 5031 August St, San Diego CA 92110, United States DESCRIPTION: Tax Preparation and occasional bookkeeping 3. NEWPORT WEALTH ADVISORS POSITION: Advisor NATURE: RIA with Newport Wealth Advisors Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 12/05/2022 ADDRESS: 100 E. San Marcos Blvd., #400, San Marcos CA 92069, United States DESCRIPTION: Affiliated with RIA at Newport Wealth Advisors. Offering managed investment accounts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Theresa Gibson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2022 - Present

NEWPORT WEALTH ADVISORS, INC.

Office #1: 4695 Macarthur Court 11th Floor, Newport Beach, CA 92660

RIA

CRD#: 137159

Newport Beach, CA

Past

December 6, 2022 - December 31, 2023

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

SAN MARCOS, CA

Past

December 5, 2022 - December 31, 2024

CENTAURUS FINANCIAL, INC.

CRD#: 30833

SAN MARCOS, CA

Past

August 11, 1999 - December 6, 2022

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

SAN DIEGO, CA

Past

July 19, 1999 - December 6, 2022

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

SAN DIEGO, CA

Past

March 31, 1999 - July 15, 1999

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

February 2, 1987 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

May 21, 1985 - February 4, 1987

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. | OLMSTED ADVISORS, INC.

CRD#: 137159 / SEC#: 801-130464

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

California

Registered Investment Advisory firm - (1/9/2018 Approved)

Texas

Registered Investment Advisory firm - (2/28/2019 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/20/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/8/1988

General Securities Principal Examination

Current Firm

NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. | OLMSTED ADVISORS, INC.

CRD#: 137159 / SEC#: 801-130464

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

California

Registered Investment Advisory firm - (1/9/2018 Approved)

Texas

Registered Investment Advisory firm - (2/28/2019 Conditional Restricted)

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Contact information

Main Address

4695 Macarthur Court 11th Floor, Newport Beach, CA 92660

Mailing Address

Phone number

(877) 692-7227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 193,260,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Mary T. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Theresa Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

NEWPORT WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/20/1987

SIE

Date: 10/1/2018

Series 7

Date: 5/18/1985

Series 24

Date: 7/8/1988

Current Firm

NEWPORT WEALTH ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWPORT WEALTH ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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