EG
Edward B. Gibbs
GIBBS WEALTH MANAGEMENT
Kennesaw, GA 30144
Some features on this profile are disabled
CRD#: 3126187
EG
Professional summary
Edward Byron Gibbs, who also goes by Bo Gibbs, is a registered financial advisor currently at GIBBS WEALTH MANAGEMENT, LLC located in Kennesaw, Georgia.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Edward has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bo Gibbs
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) GIBBS FINANCIAL GROUP, LLC. (GFG) ALPHARETTA, GA. 30009. GFG IS A DBA FOR MR. GIBBS' INSURANCE SALES THROUGH VARIOUS FMOS. MR. GIBBS IS THE PRESIDENT AND IS RESPONSIBLE FOR ITS FORMATION AND OPERATIONS. APPROX. 90% OF HIS TIME IS SPENT IN THIS BUSINESS.
2) SJM REAL ESTATE HOLDINGS, LLC; ALPHARETTA, GA; NOT INVESTMENT RELATED; OWNER; CREATED FOR TAX PURPOSES FOR PAYING MORTGAGE ON BUILDING; START 04/2019; APPROX 1 HR PER MONTH SPENT IN THIS BUSINESS.
3) GIBBS MARKETING INC.; ALPHARETTA, GA; NOT INVESTMENT RELATED; OWNER; CREATED FOR TAX PURPOSES FOR PAYING MARKETING EXPENSES; START 12/2014; APPROXIMATELY 1 HR PER MONTH SPENT IN THIS BUSINESS.
4)GIBBS WEALTH MANAGEMENT, LLC; ALPHARETTA, GA; INVESTMENT RELATED; OWNER AND INVESTMENT ADVISOR REPRESENTATIVE; START 09/2015; APPROXIMATELY 10% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view Edward Byron Gibbs'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®
NoneExperience
Current
November 19, 2015 - Present
GIBBS WEALTH MANAGEMENT, LLC
Office #1: 125 Townpark Drive Suite 300, Kennesaw, GA 30144Office #2: 5555 Glenridge Connector Suite #200, Sandy Springs, GA 30328Office #3: 1755 North Brown Rd Suite 200, Lawrenceville, GA 30043Office #4: 3980 Old Milton Parkway, Alpharetta, GA 30005RIA
CRD#: 281621
Kennesaw, GA
Past
May 27, 2021 - August 11, 2021
VISIONARY WEALTH MANAGEMENT, LLC
RIA
CRD#: 311702
ALPHARETTA, GA
Past
December 5, 2014 - November 23, 2015
TRIUMPH WEALTH ADVISORS, INC.
RIA
CRD#: 153175
ALPHARETTA, GA
Past
November 25, 2014 - December 3, 2015
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
Alpharetta, GA
Past
February 14, 2014 - November 21, 2014
BERMAN CAPITAL ADVISORS, LLC
RIA
CRD#: 155419
ATLANTA, GA
Past
July 23, 2013 - February 6, 2014
BERMAN CAPITAL ADVISORS, LLC
RIA
CRD#: 155419
ATLANTA, GA
Past
April 20, 2012 - July 24, 2013
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
DULUTH, GA
Past
February 23, 2010 - September 27, 2010
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
May 9, 2002 - December 31, 2009
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
April 21, 1999 - April 29, 2002
ZAHORIK COMPANY, INC.
BD
CRD#: 8580
PASADENA, CA
Past
December 11, 1998 - September 13, 1999
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
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".
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)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(6/4/2020)
IAR
Colorado(2/16/2022)
IAR
Florida(2/1/2022)
IAR
Georgia(11/19/2015)
IAR
Illinois(5/8/2020)
IAR
Indiana(4/21/2020)
IAR
Iowa(5/29/2020)
IAR
North Carolina(6/1/2020)
IAR
Ohio(10/6/2021)
IAR
Wisconsin(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005
Mailing Address
Phone number
(678) 694-8770
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,460 |
| AUM (Assets Under Management) | $ 639,157,693 |
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.
