Mark Edward Gibbs
CFP®Professional Summary
Mark Edward Gibbs, CFP® is a registered financial advisor currently at JT STRATFORD, LLC located in Gainesville, Georgia. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC
Contact Information
Main Address
311 Green Street Suite 100, Gainesville, GA 30501Mailing Address
P.o. Box 5966, Gainesville, GA 30504Phone Number
(770) 534-6046# of Employees
18SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,734AUM (Assets Under Management)
$1,014,245,565Similar Advisors
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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.
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Primary Firm SEC Registration
ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC
State Registrations and Notice Filings
(4/27/2015)
(3/25/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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KINGSVIEW WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Gibbs's CRS (Customer Relationship Summary).
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KINGSVIEW WEALTH MANAGEMENT, LLC
