Scott R. Gibson

RETIREMENT MAXIMIZER

Hillsboro Beach, FL

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CRD#: 4653422

Professional summary

Scott Robert Gibson MR., who also goes by Scott Robert Gibson, is a registered financial advisor currently at RETIREMENT MAXIMIZER, INC. located in Hillsboro Beach, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Scott has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Robert Gibson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Gibson MR.'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®

None

Experience

Current

January 8, 2013 - Present

RETIREMENT MAXIMIZER, INC.

RIA

CRD#: 165702

Hillsboro Beach, FL

Past

March 11, 2002 - March 1, 2005

ANALYTIC FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 126511

HILLSBORO BEACH, FL

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

Florida
(1/8/2013)

IAR

Texas
(10/22/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/20/2012

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT MAXIMIZER, INC.

GIBSON, SCOTT ROBERT | RETIREMENT MAXIMIZER, INC.

CRD#: 165702 / SEC#:

California

Registered Investment Advisory firm - (12/10/2021 Terminated)

Florida

Registered Investment Advisory firm - (1/8/2013 Approved)

Illinois

Registered Investment Advisory firm - (11/29/2021 Terminated)

Missouri

Registered Investment Advisory firm - (11/29/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/22/2013 Approved)

Washington

Registered Investment Advisory firm - (12/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Hillsboro Beach, FL

Mailing Address

Phone number

(954) 946-9751

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Scott R. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Gibson MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT MAXIMIZER, INC.

ANALYTIC FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2012

Current Firm

RETIREMENT MAXIMIZER, INC.

Contact information

Documents

Red Flags

Company Information

RETIREMENT MAXIMIZER, INC.

TRUST BUT VERIFY

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