Gibson & Company - Private Wealth Advisors | Financial Advisor in Troy ,MI

101 W. Big Beaver Road
14th Floor
Troy, MI 48084
Phone: (248) 202-2919

Life, well planned.


About

At Gibson & Company, we provide our clients with comprehensive
financial planning and world-class active investment services.

We work together with you to create a "big picture" financial
plan for your life, and focus on the simple and powerful
financial decisions you will need to make along the way to reach
all your financial goals - to make the life you hope for in the
future, a reality.

22 Years of Experience


  • CRD# 999739
  • Insurance License# Michigan
  • Series 7, 9, 10, 24, 63, 65

General Information
Firm Start Year:   1996
No.of Employees:   2-4
Insurance License#:   Michigan
Name of Broker/Dealer:   Raymond James
States Licensed in:   MI, PA, OH, NY, FL, IL, NM, AZ, NC, SC, TX
Number of Years with Current Firm:   22
Work Experience:   We have over 20 years experience serving financial
planning and investment clients.
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Annuities , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   150
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   $100M
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $100M


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1


Education
BA  Brigham Young University
-

MA  The College for Financial Planning
-



FAQs

Douglas Gibson CFP

Douglas Gibson CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Doug has a driving passion for his client's success, and loves designing financial planning and investment strategies. Doug and his wife, Christina, have been married for 23 years, and have three children. He enjoys playing guitar and piano, is a fierce tennis player, and loves snow skiing, and skeet shooting.
Doug has provided client educational seminars at General Motors, Ford, Chrysler, Pfizer, Unisys, Cooper Standard, Huntsman, and many other major corporations across the country.

My Team


Tamara Stipp
Tamara Stipp

Office Manager

Tamara is our Office Manager, and works closely with all our clients. She has been a member of our team since 2000.


Julia Lee
Julia Lee

Client Services

Julia takes care of all our Client Services. She has been a member of our team since 2011.


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Executive Council - Raymond James
(01/01/2018)

Doug is a member of the Executive Council at Raymond James Financial Services, and is a nationally recognized top producer.

Social Networks


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