Lisa Gail Brumfield
Investment adviser representative at Gibbs Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Gibbs Wealth Management, LLCMay 2024 to now
- Marathon Group Wealth ManagementMay 2021 to now
- Marathon Group FinancialJun 2015 to now
- Visionary Wealth Management, LLCDec 2020 to Jul 2021
- Coppell Advisory Solutions dba Fusion Capital ManagementMay 2019 to May 2024
- Gwn Securities IncJun 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Gibbs Wealth Management, LLC
$1.1BAssets managed
5,356Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3247177
- Firm CRD
- 281621