Unclaimed Profile

Daniel Roy Mowery

GIBBS WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia

GIBBS WEALTH MANAGEMENT, LLC

3980 OLD MILTON PARKWAY, ALPHARETTA, GA 30005CRD# 6982579Firm CRD# 281621

Profile Verification

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

Identity

Daniel Roy Mowery · ALPHARETTA, GA

Registration

CRD #6982579 · GIBBS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel Roy Mowery is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with GIBBS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GIBBS WEALTH MANAGEMENT, LLC

AUM

$391M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GIBBS WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6982579

Firm CRD# 281621

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Roy Mowery offer?

Daniel Roy Mowery specializes in Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Daniel Roy Mowery's credentials?

Daniel Roy Mowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Roy Mowery located?

Daniel Roy Mowery is based in ALPHARETTA, Georgia, working with GIBBS WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Daniel Roy Mowery charge for services?

Daniel Roy Mowery's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIBBS WEALTH MANAGEMENT, LLC?

GIBBS WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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