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Garrett B. Gibson

NWF ADVISORY SERVICES
PRICE, UT 84501
Some features on this profile are disabled
CRD#: 7333339
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Professional summary


Garrett Benny Gibson, who also goes by Garrett Gibson, is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Price, Utah and OSAIC WEALTH, INC. located in Price, Utah.

Garrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Garrett has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Garrett 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.
(1) MAYS RETIREMENT SOLUTIONS POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/04/2022 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA for marketing purposes. (2) MAYS RETIREMENT SOLUTIONS POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2022 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: Provide comprehensive wealth management, financial planning, and investment advisory services. (3) PINNACLE FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 05/14/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA and operating LLC to encompass all financial advising and insurance business already disclosed elsewhere. New operating name with a new website.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Garrett Benny 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®
None

Experience


Current

June 2, 2025 - Present

NWF ADVISORY SERVICES INC

Office #1: 163 East 100 North, Price, UT 84501
RIA
CRD#: 110410
PRICE, UT
Current

September 1, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 163 East 100 North, Price, UT 84501
RIA
BD
CRD#: 23131
Price, UT
Past

May 15, 2023 - July 2, 2025

THE AMERIFLEX GROUP

RIA
CRD#: 305585
Price, UT
Past

May 15, 2023 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
PRICE, UT
Past

April 4, 2022 - May 15, 2023

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
PRICE, UT
Past

April 4, 2022 - May 15, 2023

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
PRICE, UT
Past

April 12, 2021 - March 5, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
AMERICAN FORK, UT
Past

March 22, 2021 - March 4, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)

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
Arizona
(3/27/2025)
RR
Colorado
(11/20/2023)
RR
Kentucky
(3/27/2025)
RR
Montana
(9/1/2023)
RR
Nevada
(9/1/2023)
RR
New Mexico
(6/28/2024)
RR
Texas
(6/26/2024)
RR
Utah
(9/1/2023)
IAR
Utah
(6/2/2025)
RR
Virginia
(3/27/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)
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Contact information


Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts11,979
AUM (Assets Under Management)$ 3,824,876,751

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


NWF ADVISORY SERVICES INC

CRD#: 110410Price, UT 84501

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