Christine E. Gibson

CREATIVEONE WEALTH

San Francisco, CA 94111

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CRD#: 1627208

Professional summary

Christine Elizabeth Gibson, who also goes by Chris Gibson, Christine E Gibson, Christine Gibson, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in San Francisco, California.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Christine has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Gibson | Christine E Gibson | Christine Gibson

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.

NAME OF THE OTHER BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED:NO ADDRESS OF THE OTHER BUSINESS: 418 NAPA STREET, SAUSALITO, CA 94965 YOUR POSITION OR TITLE: OWNER NATURE OF THE OTHER BUSINESS: PRIVATE START DATE: 01/01/2005 APPROXIMATE NUMBER OF HOURS/MONTH: 2-4 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: OVERSEE OF PROPERTY, REVIEW RENTAL AGREEMENT, PAY INSURANCE, MAINTENANCE. COMPENSATION: YES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Elizabeth 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

October 26, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 100 Pine Street Suite 1250, San Francisco, CA 94111

RIA

CRD#: 281213

San Francisco, CA

Past

July 31, 2009 - August 31, 2021

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SAN FRANCISCO, CA

Past

September 23, 2004 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

SAN FRANCISCO, CA

Past

September 17, 2004 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

San Francisco, CA

Past

March 11, 1999 - September 28, 2004

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN FRANCISCO, CA

Past

September 2, 1993 - September 28, 2004

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 1, 1990 - September 16, 1993

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 23, 1989 - November 27, 1989

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

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".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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
(10/26/2020)

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

IAR

Series 65

Date: 3/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/1990

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: 5/20/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 3/23/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

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.

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Advisor Monitoring

Firm Stability Insights

Christine E. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Elizabeth Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST SECURITIES, INC.

PARTNERVEST ADVISORY SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/1999

Series 63

Date: 1/15/1990

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1989

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 3/23/1992

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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