Allen R. Gibson

GIBSON WEALTH ADVISORS

WHITEHOUSE, TX

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CRD#: 2192804

Professional summary

Allen Robert Gibson, CFP®, ChFC® is a registered financial advisor currently at GIBSON WEALTH ADVISORS, LLC located in Whitehouse, Texas.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Allen has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Hourly

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

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. 2011 - Present; Trustee of Allen Lavern Gibson Trust; Tyler, TX; Family Trust Account; Mr. Gibson acts as a trustee/investment advisor for his family's trust account; 5 hours per month and 1 hour per month during trading hours. 2. 2011 - Present; Insurance Agent; Tyler, TX; He may offer products and receive normal and customary commissions as a result of these transactions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Robert 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®

CFP^®

Certified Financial Planner

Start date: 2002

ChFC^®

Chartered Financial Consultant

Experience

Current

November 15, 2016 - Present

GIBSON WEALTH ADVISORS, LLC

RIA

CRD#: 285077

WHITEHOUSE, TX

Past

July 16, 2009 - October 20, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

TYLER, TX

Past

March 20, 1992 - November 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LUFKIN, TX

Past

February 4, 1992 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 4, 1992 - November 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LUFKIN, TX

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".

GIBSON WEALTH ADVISORS, LLC

AG LLC | TEXAS PRIVATE TRUST | GIBSON WEALTH ADVISORS, LLC

CRD#: 285077 / SEC#: 801-123644

RIA

Registered Investment Advisory firm - (4/12/2022 Approved)

Texas

Registered Investment Advisory firm - (6/27/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(11/15/2016)

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: 3/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/1992

General Securities Representative Examination

Current Firm

GIBSON WEALTH ADVISORS, LLC

AG LLC | TEXAS PRIVATE TRUST | GIBSON WEALTH ADVISORS, LLC

CRD#: 285077 / SEC#: 801-123644

RIA

Registered Investment Advisory firm - (4/12/2022 Approved)

Texas

Registered Investment Advisory firm - (6/27/2022 Terminated)

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Contact information

Main Address

Tyler, TX

Mailing Address

6115 New Copeland Road Suite 320, Tyler, TX 75703

Phone number

(214) 347-7475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 164,694,957

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

(xxx) xxx-xxxx

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Firm Stability Insights

Allen R. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Robert Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GIBSON WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/1992

SIE

Date: 11/18/2016

Series 7

Date: 2/3/1992

Current Firm

GIBSON WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBSON WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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