AG
Anthony P. Gibson
AVANTAX PLANNING PARTNERS
Dallas, TX 75019
Some features on this profile are disabled
CRD#: 7792907
AG
Professional summary
Anthony Paul Gibson, who also goes by Tony Gibson, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Dallas, Texas and CETERA INVESTMENT ADVISERS LLC located in Dubuque, Iowa.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Anthony has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony 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) MMG Tax Group LLC Not Investment Related Address: 17612 Seedling Ct., Dallas, TX 75287 Position: Virtual Tax Practice Owner and Enrolled Agent Started the business in December 2017 Devote: 40 hrs per month during Tax Season. 2) MMG TAX GROUP LLC POSITION: OWNER NATURE: Virtual Tax Practice. Focus on Tax Resolution, Tax Planning, and Tax Preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2017 ADDRESS: 17612 Seedling CT, Dallas TX 75287, United States DESCRIPTION: Enrolled Agent.Tax Strategist for my clients. 3) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Salesperson NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featured partners. 4)GIBSON WEALTH MANAGEMENT POSITION: Owner NATURE: Avantax and Cetera Advisory entities for advisory and selling Avantax and Cetera approved investment advisory services and products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Offer and sale investment advisory services and products through Avantax Advisor Services and Cetera Advisory Services that are approved through Avantax and Cetera featured partners. 5)EQUITY INDEXED ANNUITY POSITION: Sales Person NATURE: Provide annuity products for clients need that need that type of investment products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Evaluate client needs for annuity type products, and provide vendor approved options.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Paul 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
March 28, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 3200 Olympus Blvd Suite 100, Dallas, TX 75019RIA
CRD#: 106237
Dallas, TX
Current
March 28, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3390 Asbury Road, Dubuque, IA 52002RIA
CRD#: 105644
DUBUQUE, IA
Past
March 31, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DALLAS, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.Highlighted states indicate IAR registrations
IAR
Texas(3/28/2025)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
