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Roy Daniel Gibson

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado
Unclaimed Profile
2535 S LEWIS WAY, LAKEWOOD, CO 80227-6551CRD# 2455517Firm CRD# 116570
01

About

Roy Daniel Gibson is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with FINANCIAL SECURITY MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL SECURITY MANAGEMENT, INC
FINANCIAL SECURITY MANAGEMENT, INC
AUM
$439M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL SECURITY MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2455517
Firm CRD# 116570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Daniel Gibson offer?
Roy Daniel Gibson specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD, Colorado for a consultation.
What are Roy Daniel Gibson's credentials?
Roy Daniel Gibson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Daniel Gibson located?
Roy Daniel Gibson is based in LAKEWOOD, Colorado, working with FINANCIAL SECURITY MANAGEMENT, INC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Roy Daniel Gibson charge for services?
Roy Daniel Gibson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SECURITY MANAGEMENT, INC?
FINANCIAL SECURITY MANAGEMENT, INC has approximately 8 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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