Philip S. Gibson
XYPN INVEST | Vice President, Financial Advisor
Indian Land, SC
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CRD#: 6698143
Professional summary
Philip S Gibson, CFP®, who also goes by Phiip S Gibson, Philip Shaun Gibson, is a registered financial advisor currently at XYPN INVEST located in Indian Land, South Carolina.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Philip has worked at 5 firms .
Biography
Philip enjoys creating financial plans that are practical and supported by academic research. He has published numerous scholarly articles on investing and retirement planning. Philip is not only passionate about teaching the next generation of financial advisors, but he enjoys helping hard-working professional men and women attain their financial goals. In 2020, Philip was inducted into the InvestmentNews 2020 class of 40 Under 40. This recognition is given to young advisers and associated professionals who are building and expanding the financial advice industry. Philip and his wife Tasheika reside in the Ballantyne area of Charlotte, and they are proud parents of their daughter Zara and son Elijah. Philip and Tasheika enjoy doing outdoor activities, playing tennis, and traveling.
Question & Answer
What are your service offerings?
Insurance Planning
Debt Management
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Phiip S Gibson | Philip Shaun 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.
Name: Winthrop University. It's not investment-related. Address: 701 Oakland Ave, Rock Hill, SC 29707. Nature: Academic. Position: Faculty. Title: Professor of Finance and Director of Financial Planning. Start date: 08/2014. Approximate number of hours: 30. Approximate number of hours during trading hours: 10-15. Description: Teaching classes, doing research, and University service.
CRS (Client Relationship Summary) - RIA
Click below to view Philip S 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®
CFP®
Start date: 2014
Experience
Current
August 8, 2025 - Present
XYPN INVEST
RIA
CRD#: 285967
Indian Land, SC
Past
March 29, 2024 - November 5, 2025
CONCURRENT WEALTH MANAGEMENT
RIA
CRD#: 293564
Indian Land, SC
Past
December 1, 2021 - March 12, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
Rock Hill, SC
Past
January 2, 2019 - December 6, 2021
CARROLL FINANCIAL ASSOCIATES INC
RIA
CRD#: 105427
ROCK HILL, SC
Past
December 1, 2016 - December 31, 2018
ELATION WEALTH LLC
RIA
CRD#: 284954
CHARLOTTE, NC
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".
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 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
South Carolina(8/8/2025)
Exams
Current Firm
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 E. Main Street, Bozeman, MT 59715
Mailing Address
Phone number
(360) 301-7579
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,539 |
| AUM (Assets Under Management) | $ 321,042,677 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
