DG
Douglas A. Gibson
WORLD EQUITY GROUP
Houston, TX 77027
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CRD#: 5626771
DG
Douglas Antony GibsonWORLD EQUITY GROUP
Professional summary
Douglas Antony Gibson, who also goes by Douglas Gibson, is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Houston, Texas and PKS ADVISORY SERVICES, LLC located in Houston, Texas.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Douglas has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Douglas 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.
- World Equity Group. investment related. At reported business location(s). Financial Services. Investment Adviser Representative and registered representative. Start date: 08/15/2022. 40 hours/month, 40 hours during securities trading hours; Financial Services, Insurance and investment planning. - Insurance Sales. Sell insurance products (life, term life, whole life, index life, LTC) through Various Insurance Carriers. 4801 Woodway Dr. #305W, Houston, TX 77056. Investment Related. Start Date: No hrs Mo: >40. No Hrs/Mo during securities trading: >40 - Innovative Capital Assurance. Investment Related. Start date: 5/2021. 4801 Woodway Dr., Ste 305 West, Houston, TX 77056. V.P. Sales, fixed insurance. (Life, Health, Disability). Business development and marketing for candidates, legacy, estate planning. Approx. hrs/Mo: 60. Approx. hrs/mo during securities trading: 60. - Opp Zone Property Solutions; Not Investment Related; Address: 15222 Huckleberry Harvest Trail, Cypress, TX, 77429; Nature of OBA: Creating a company to help individuals create wealth using real estate in Opportunity Zones. I want to help individuals identify, acquire, develop, and sell properties in Opportunity Zones nationwide; Posn/Title: Owner of the Business; Start Date: 11/26/24; Approx No of Hrs/Month: 40; Approx Hrs/Mth during trading Hrs: 4 Hrs; Duties: Help individuals understand the strategy and benefits of using the tax benefits of real estate development inside; opportunity zones. Assist them in understanding the strategy, acquire the property, create their QOZ and/or QOZB, and use this to grow their wealth. - Hyperdata Grid; Not Investment Related; Address: 801 Travis Street, Suite 2101, PMB 1595, Houston, TX, 77002; Nature of OBA: The company has evolved to working to build and monitor data center projects across the US; Posn/Title: Owner; Start Date: 01/01/26; Approx No of Hrs/Month: 16; Approx Hrs/Mth during trading Hrs: 2 Hrs; Duties: I work to help locate and evaluate opportunities for potential sites for data center projects. This can include all aspects of the project from locating and land acquisition, power and connectivity, construction, and tenant engagement.; - KBA Electric; Not Investment Related; Address: 15222 Huckleberry Harvest Trail, Cypress, TX, 77429; Nature of OBA: KBA Electric is an electrical contracting company that assists individual homeowners and custom builders with their pre-wiring and low voltage needs; Posn/Title: Owner; Start Date: 04/01/2026; Approx No of Hrs/Month: 16; Approx Hrs/Mth during trading Hrs: 2 Hrs; Duties: Based in Houston, Texas, we specialize in high-quality electrical solutions for residential and small commercial projects, ensuring our clients can accomplish their goals safely and efficiently.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Antony Gibson'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
May 16, 2021 - Present
WORLD EQUITY GROUP, INC.
Office #1: 1800 West Loop South Unit 1700, Houston, TX 77027RIA
BD
CRD#: 29087
Houston, TX
Current
May 1, 2026 - Present
PKS ADVISORY SERVICES, LLC
Office #1: 1800 W Loop South Suite 1700, Houston, TX 77027RIA
CRD#: 125648
Houston, TX
Current
May 16, 2021 - Present
WORLD EQUITY GROUP, INC.
Office #1: 1800 West Loop South Unit 1700, Houston, TX 77027RIA
BD
CRD#: 29087
Houston, TX
Past
November 9, 2011 - May 17, 2021
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
THE WOODLANDS, TX
Past
November 9, 2011 - May 17, 2021
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
THE WOODLANDS, TX
Past
April 1, 2011 - November 17, 2011
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
TOMBALL, TX
Past
April 1, 2011 - November 17, 2011
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
TOMBALL, TX
Past
July 23, 2010 - April 14, 2011
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
HOUSTON, TX
Past
January 14, 2009 - April 14, 2011
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HOUSTON, TX
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".
PA
PKS ADVISORY SERVICES, LLC
49 FINANCIAL | WOODLANDS PORTFOLIO MANAGEMENT | WOEHLER FINANCIAL GROUP | WEALTHPATH INVESTMENT ADVISORS | THE O'HAGAN GROUP | STRATEGIC INVESTMENT GROUP | SMART GROUP | ROYAL HARBOR PARTNERS | ROY MATLOCK JR. ADVISORY | REID FINANCIAL | PYJM WEALTH MANAGEMENT | PREMIER WEALTH ADVISORY GROUP | PORTUS CAPITAL MANAGEMENT | PKS ADVISORY SERVICES, LLC | NATALE WEALTH MANAGEMENT | MELECO WEALTH MANAGEMENT | MACALUSO WEALTH MANAGEMENT GROUP | LAINE WEALTH MANAGEMENT | KAYE RIGGS & ASSOCIATES | J. STEAKLEY WEALTH MANAGEMENT | INTEGRATED ASSET | HERITAGE FINANCIAL GROUP | GROWE CAPITAL ADVISORS | FOREVER YOUNG WEALTH | FINDLEY ADVISORS | FINANCIAL ADVISORS OF SOUTHWEST FLORIDA | FBG ADVISORY | DAVIS BRINKS WEALTH MANAGEMENT | DAE CAPITAL STRATEGIES | CONCENTRIC ADVISORS | CAPITAL SARATOGA WEALTH MANAGEMENT | ALLEGIANT WEALTH MANAGEMENT | ALBANY ADVISOR GROUP
CRD#: 125648 / SEC#: 801-62147
RIA
Registered Investment Advisory firm - (6/20/2003 Approved)New York
Registered Investment Advisory firm - (6/20/2003 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/16/2021)
IAR
Florida(6/10/2021)
RR
Texas(5/16/2021)
IAR
Texas(5/16/2021)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 1/12/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
PA
PKS ADVISORY SERVICES, LLC
49 FINANCIAL | WOODLANDS PORTFOLIO MANAGEMENT | WOEHLER FINANCIAL GROUP | WEALTHPATH INVESTMENT ADVISORS | THE O'HAGAN GROUP | STRATEGIC INVESTMENT GROUP | SMART GROUP | ROYAL HARBOR PARTNERS | ROY MATLOCK JR. ADVISORY | REID FINANCIAL | PYJM WEALTH MANAGEMENT | PREMIER WEALTH ADVISORY GROUP | PORTUS CAPITAL MANAGEMENT | PKS ADVISORY SERVICES, LLC | NATALE WEALTH MANAGEMENT | MELECO WEALTH MANAGEMENT | MACALUSO WEALTH MANAGEMENT GROUP | LAINE WEALTH MANAGEMENT | KAYE RIGGS & ASSOCIATES | J. STEAKLEY WEALTH MANAGEMENT | INTEGRATED ASSET | HERITAGE FINANCIAL GROUP | GROWE CAPITAL ADVISORS | FOREVER YOUNG WEALTH | FINDLEY ADVISORS | FINANCIAL ADVISORS OF SOUTHWEST FLORIDA | FBG ADVISORY | DAVIS BRINKS WEALTH MANAGEMENT | DAE CAPITAL STRATEGIES | CONCENTRIC ADVISORS | CAPITAL SARATOGA WEALTH MANAGEMENT | ALLEGIANT WEALTH MANAGEMENT | ALBANY ADVISOR GROUP
CRD#: 125648 / SEC#: 801-62147
RIA
Registered Investment Advisory firm - (6/20/2003 Approved)New York
Registered Investment Advisory firm - (6/20/2003 Terminated)Loading...
Contact information
Main Address
80 State Street, Albany, NY 12207
Mailing Address
Phone number
(518) 426-5791
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,892 |
| AUM (Assets Under Management) | $ 1,093,322,679 |
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.
