Charles M. Gibbons
Professional summary
Charles Messick Gibbons, who also goes by Charles Messick Gibbons Jr., is a registered financial advisor currently at KFA PRIVATE WEALTH GROUP, LLC located in Tyson, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Messick Gibbons's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 29, 2015 - Present
KFA PRIVATE WEALTH GROUP, LLC
Office #1: 8350 Broad St. Suite 220, Tyson, VA 22102-5151January 2, 2018 - October 2, 2023
ARETE WEALTH MANAGEMENT, LLC
October 30, 2015 - December 31, 2017
SPIRE SECURITIES, LLC
November 17, 2004 - November 10, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
November 17, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
November 17, 2004 - November 10, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
January 2, 2004 - July 20, 2004
B. RILEY SECURITIES, INC.
June 14, 2001 - January 13, 2004
FBR INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
KFA PRIVATE WEALTH GROUP, LLC
CRD#: 281678 / SEC#: 801-106726
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/29/2015)
Exams
Current Firm
KFA PRIVATE WEALTH GROUP, LLC
CRD#: 281678 / SEC#: 801-106726
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,816 |
| AUM (Assets Under Management) | $ 676,281,899 |
Red Flags
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