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JG

Joy Alison Gibney

CRD# 4154393·Registered 2000 - 2013
Previously Registered: Being a previously registered professional could mean that Joy is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Joy Alison Gibney, who also goes by Joy Alison Briggs, Joy Allison Briggs, was a registered financial advisor. Joy was a previously registered financial professional and started their career in finance 2000 - 2013. Joy had worked at 3 firms and has passed the Series 66, Series 7, Series 51 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joy Alison Briggs, Joy Allison Briggs

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

Past

CONCORD ADVISORS RIAPast·CRD# 120800
RIA
Concord, OH
October 24, 2006 - January 11, 2013
VALMARK ADVISERS, INC.Past·CRD# 108050
RIA
Concord, OH
February 19, 2003 - January 10, 2013
VALMARK SECURITIES, INC.Past·CRD# 31243
BD
Concord, OH
August 15, 2000 - January 10, 2013

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Current Firm

CA
CONCORD ADVISORS RIA

CONCORD ADVISORS | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS RIA | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS | CONCORD ADVISORS,INC. | CONCORD ADVISORS RIA

CRD#: 120800

Contact Information

Main Address

8500 Station Street Suite 300g, Mentor, OH 44060

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2001About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2003About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Nov 2000About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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