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AG

Andrew J. Gibson

INTEGRATIVE PLANNING
CORNELIUS, NC 28031
Some features on this profile are disabled
CRD#: 6254253
AG

Professional summary

Andrew James Gibson, CFP® is a registered financial advisor currently at INTEGRATIVE PLANNING, INC. located in Cornelius, North Carolina.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Gibson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

July 10, 2025 - Present

INTEGRATIVE PLANNING, INC.

Office #1: 19520 W Catawba Ave. Suite 311, Cornelius, NC 28031
RIA
CRD#: 336307
CORNELIUS, NC
Past

March 31, 2025 - August 5, 2025

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
Cornelius, NC
Past

August 7, 2015 - January 24, 2025

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

October 29, 2013 - January 24, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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
North Carolina
(7/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/7/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2013
General Securities Representative Examination

Current Firm

IP
INTEGRATIVE PLANNING, INC.
INTEGRATIVE PLANNING, INC. | INTREGRATIVE PLANNING, INC. | INTEGRATIVE WEALTH MANAGEMENT, LLC

CRD#: 336307 / SEC#: 801-133844

RIA
Registered Investment Advisory firm - (7/10/2025 120-Day Approval)
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Contact information

Main Address
19520 W Catawba Ave. Suite 311, Cornelius, NC 28031
Mailing Address
Phone number
(704) 947-8444
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (6/9/2025)

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.

Company Information

INTEGRATIVE PLANNING, INC.

CRD#: 336307Cornelius, NC 28031

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