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Charles Andrew Gibbs

Charles Andrew Gibbs

CFP®
CRD# 4347247·Registered 2002 - 2023
Previously Registered: Being a previously registered professional could mean that Charles 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

Charles Andrew Gibbs, CFP®, who also goes by Chuck Andrew Gibbs, was a registered financial advisor. Charles was a previously registered financial professional and started their career in finance 2002 - 2023. Charles had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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

Chuck Andrew Gibbs

Blog Corner

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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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Credentials

CFP®
Certified Financial PlannerSince 2004

Years of Experience

24 years in the financial services industry

Current & Past Employments

PRIVATE WEALTH GROUP, LLC·CRD# 164796
RIA
Lagrange, GA
January 14, 2014 - December 31, 2023
PENATES GROUP, INC.·CRD# 44266
BD
Pacific Palisades, CA
December 5, 2012 - February 5, 2015
PRIVATE WEALTH GROUP, LLC·CRD# 164796
RIA
Lagrange, GA
September 7, 2012 - December 31, 2013
BROKERSXPRESS LLC·CRD# 127081
RIA
Phoenix, AZ
September 29, 2010 - September 4, 2012
BROKERSXPRESS LLC·CRD# 127081
BD
Phoenix, AZ
September 29, 2010 - September 4, 2012
LPL FINANCIAL LLC·CRD# 6413
BD
Phoenix, AZ
August 15, 2002 - October 6, 2010
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
July 24, 2002 - November 11, 2002

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Current Firm

PW
PRIVATE WEALTH GROUP, LLC

GF ADVISORS | PRIVATE WEALTH GROUP, LLC

CRD#: 164796

Contact Information

Main Address

Lagrange, GA

Phone Number

(808) 255-8823

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

10

AUM (Assets Under Management)

$4,450,000

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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.

Head Football Coach - Scottsdale Christian Academy Athletic Director - Scottsdale Christian Academy

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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 63 — Uniform Securities Agent State Law Examination

Passed Jul 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2002About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2006About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 2005About the Series 26 exam

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CRS (Client Relationship Summary)

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

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Charles Andrew Gibbs
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