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HG

Henry D. Gibson-garcia

G4 FINANCIAL PLANNING
Orlando, FL
Some features on this profile are disabled
CRD#: 7304852
HG

Professional summary

Henry David Gibson-garcia, who also goes by Henry David Gibson, Henry Gibson-garcia, is a registered financial advisor currently at G4 FINANCIAL PLANNING, LLC located in Orlando, Florida.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Henry has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Henry David Gibson | Henry Gibson-Garcia

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.
UNIVERSITY OF CENTRAL FLORIDA COLLEGE OF MEDICINE; NON-INVESTMENT RELATED; 08/2015; ORLANDO, FL; STANDARDIZED PATIENT EDUCATOR; 180 HRS/MONTH INCLUDING DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry David Gibson-garcia'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

December 8, 2023 - Present

G4 FINANCIAL PLANNING, LLC

RIA
CRD#: 327290
Orlando, FL
Past

July 26, 2021 - June 14, 2023

THEPENSION401K

RIA
CRD#: 284453
Orlando, FL
Past

November 16, 2020 - June 14, 2023

PLAN & ACT

RIA
CRD#: 148453
Orlando, 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
(12/8/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/12/2020
Uniform Investment Adviser Law Examination

Current Firm

GF
G4 FINANCIAL PLANNING, LLC
G4 FINANCIAL PLANNING, LLC

CRD#: 327290 / SEC#:

Florida
Registered Investment Advisory firm - (12/8/2023 Approved)
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Contact information

Main Address
Orlando, FL
Mailing Address
Phone number
(484) 326-4107
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

G4 FINANCIAL PLANNING, LLC

CRD#: 327290Orlando, FL

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