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Patricia L. Gibson

BANNER OAK CAPITAL PARTNERS, LP·DALLAS, Texas
Unclaimed Profile
5950 SHERRY LANE, DALLAS, TX 75225CRD# 6027208Firm CRD# 284367
01

About

Patricia L. Gibson is a registered financial advisor based in DALLAS, Texas, affiliated with BANNER OAK CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BANNER OAK CAPITAL PARTNERS, LP
BANNER OAK CAPITAL PARTNERS, LP
AUM
$6.9B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BANNER OAK CAPITAL PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REAL ESTATE ASSET ACQUISITION FEES
Regulatory
SEC/IARD CRD# 6027208
Firm CRD# 284367
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia L. Gibson offer?
Patricia L. Gibson specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Patricia L. Gibson's credentials?
Patricia L. Gibson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia L. Gibson located?
Patricia L. Gibson is based in DALLAS, Texas, working with BANNER OAK CAPITAL PARTNERS, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Patricia L. Gibson charge for services?
Patricia L. Gibson's firm is compensated through percentage of aum, performance-based fees, other: real estate asset acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANNER OAK CAPITAL PARTNERS, LP?
BANNER OAK CAPITAL PARTNERS, LP has approximately 12 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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