GBS FINANCIAL CORP.

GBS ADVISORS
SANTA ROSA, California·3 registered advisors·CRD# 16906
SEC# 801-60744707-568-2400
01

Firm Overview

AUM
$811M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GBS FINANCIAL CORP.

3 registered advisors
Donald Gerard Gloisten
SANTA ROSA, California
Lynn Sue Morrill
SANTA ROSA, California
Stephen Roy Kinkade
SANTA ROSA, California
05

Office Locations

SANTA ROSA, California
3 advisors

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Data sourced from SEC Form ADV filings. GBS FINANCIAL CORP. (CRD# 16906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.