Unclaimed Profile

Roy Daniel Gibson

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado

SIE, Series 7, Series 24, Series 63CFPClean record27 years registeredFINANCIAL SECURITY MANAGEMENT, INC

2535 S LEWIS WAY, LAKEWOOD, CO 80227-6551CRD# 2455517Firm CRD# 116570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Daniel Gibson · LAKEWOOD, CO

Registration

CRD #2455517 · FINANCIAL SECURITY MANAGEMENT, INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL SECURITY MANAGEMENT, INC

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Aug 2017 – Aug 2017

LAKEWOOD, CO

FINANCIAL SECURITY MANAGEMENT, INC

Jan 1999 – Jan 2026

HIGHLANDS RANCH, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SECURITY MANAGEMENT, INC

CRD 116570 · SEC 801-81072

AUM

$439M

Regulatory assets under management

Employees

2,436 client accounts

Services offered by FINANCIAL SECURITY MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SECURITY MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Roy Daniel Gibson offer?

Roy Daniel Gibson specializes in Financial Planning, Investment Management.

What are Roy Daniel Gibson's credentials?

Roy Daniel Gibson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roy Daniel Gibson located?

Roy Daniel Gibson is based in LAKEWOOD, Colorado, last registered with FINANCIAL SECURITY MANAGEMENT, INC.

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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