RG
Robert E. Gipson
ALPHA ANALYTICS INVESTMENT GROUP LLC
Los Angeles, CA 90067
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CRD#: 4377214
RG
Professional summary
Robert Edgar Gipson, who also goes by Reg Gipson, is a registered financial advisor currently at ALPHA ANALYTICS INVESTMENT GROUP LLC located in Los Angeles, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reg Gipson
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.
ROBERT GIPSON IS A MEMBER OF THE BOARD OF DIRECTORS OF, AND THE MANAGING SHAREHOLDER OF GIPSON, HOFFMAN AND PANCIONE, A LAW FIRM FOUNDED BY HIM IN DECEMBER OF 1982. IT IS NON- INVESTMENT RELATED AND LOCATED AT 1901 AVE. OF THE STARS #1100, LOS ANGELES CA 90067. DUTIES INCLUDE PROVIDING LEGAL SERVICES TO CLIENTS AND HOURS DEVOTED TO THIS BUSINESS ARE 100 PER MONTH, APPROXIMATELY 65% OF WHICH OCCUR DURING SECURITIES TRADING HOURS. SINCE 2007, ROBERT GIPSON HAS BEEN A DIRECTOR OF WOLFGANG PUCK WORLDWIDE, INC., NON- INVESTMENT RELATED AND LOCATED AT 100 N. CRESCENT DR. #100, BEVERLY HILLS, CA 91210. DUTIES ARE CORPORATE GOVERNANCE AND HOURS DEVOTED TO THIS BUSINESS ARE 20 PER MONTH, APPROXIMATELY 50% OF WHICH OCCUR DURING SECURITIES TRADING HOURS. SINCE JANUARY 2018, ROBERT GIPSON HAS BEEN MANAGER OF CORPORATE MANAGEMENT GROUP II, LLC., A BUSINESS CONSULTING AND BOOKKEEPING FIRM, NON-INVESTMENT RELATED AND LOCATED AT 1901 AVE. OF THE STARS, #1100, LOS ANGELES, CA 90067. DUTIES ARE EXECUTIVE AND HOURS DEVOTED TO THIS BUSINESS ARE APPROXIMATELY 5 PER MONTH, APPROXIMATELY 50% MAY OCCUR DURING SECURITIES TRADING HOURS. SINCE SEPTEMBER 1989, ROBERT GIPSON HAS BEEN PRESIDENT OF CORPORATE MANAGEMENT GROUP, INC., A BUSINESS CONSULTING AND BOOKKEEPING FIRM, NON-INVESTMENT RELATED AND LOCATED AT 1901 AVE. OF THE STARS, #1100, LOS ANGELES, CA 90067. DUTIES ARE EXECUTIVE AND HOURS DEVOTED TO THIS BUSINESS ARE APPROXIMATELY 5 PER MONTH, APPROXIMATELY 50% MAY OCCUR DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edgar Gipson'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
April 23, 2020 - Present
ALPHA ANALYTICS INVESTMENT GROUP LLC
Office #1: 1901 Avenue Of The Stars, Suite 1100, Los Angeles, CA 90067RIA
CRD#: 109844
Los Angeles, CA
Past
March 9, 2011 - December 31, 2018
ALPHA ANALYTICS INVESTMENT GROUP LLC
RIA
CRD#: 109844
LOS ANGELES, CA
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".
AA
ALPHA ANALYTICS INVESTMENT GROUP LLC
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD#: 109844 / SEC#: 801-113041
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)California
Registered Investment Advisory firm - (1/18/2019 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(4/23/2020)
Exams
Current Firm
AA
ALPHA ANALYTICS INVESTMENT GROUP LLC
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD#: 109844 / SEC#: 801-113041
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)California
Registered Investment Advisory firm - (1/18/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1901 Avenue Of The Stars, Suite 1100, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 556-0389
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 234,731,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2023 | ||
| 04/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
