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.
|Firm Start Year:||1996|
|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|
We have over 20 years experience serving financial |
planning and investment clients.
|I work with the following types of clients:||Individual Investors|
|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'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|
|Registered Investment Advisor:||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|
Brigham Young University
The College for Financial Planning
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.
|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|
Doug is a member of the Executive Council at Raymond James Financial Services, and is a nationally recognized top producer.