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Gregg A. Giboney

TIMBERLINE INVESTMENT MANAGEMENT
West Linn, OR
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CRD#: 1838588
GG

Professional summary


Gregg Alan Giboney, who also goes by Gregg Giboney, is a registered financial advisor currently at TIMBERLINE INVESTMENT MANAGEMENT, LLC located in West Linn, Oregon.

Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregg has worked at 2 firms and has passed the Series 65, Series 52 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gregg Giboney

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregg Alan Giboney's 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

January 25, 2008 - Present

TIMBERLINE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144525
West Linn, OR
Past

May 13, 2005 - August 1, 2005

WESTERN PACIFIC INVESTMENT ADVISERS INC

RIA
CRD#: 105287
PORTLAND, OR

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
Oregon
(1/25/2008)
IAR
Washington
(6/22/2009)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/12/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 52
Date: 6/9/1988
Municipal Securities Representative Examination
General Industry/Product Exam

Current Firm


TI
TIMBERLINE INVESTMENT MANAGEMENT, LLC
TIMBERLINE INVESTMENT MANAGEMENT, LLC

CRD#: 144525 / SEC#:

Oregon
Registered Investment Advisory firm - (1/11/2008 Approved)
Washington
Registered Investment Advisory firm - (6/22/2009 Approved)
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Contact information


Main Address
West Linn, OR
Mailing Address
Phone number
(503) 657-7100
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts127
AUM (Assets Under Management)$ 89,414,688

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.

Company Information


TIMBERLINE INVESTMENT MANAGEMENT, LLC

CRD#: 144525West Linn, OR

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