Peter William Dotson
Investment adviser representative at Gibbs Wealth Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Gibbs Wealth Management, LLCMay 2022 to now
- 360 Wealth ManagementSep 2014 to now
- Bcd AdvisorsAug 2019 to May 2022
- Fusion Capital ManagementJan 2019 to Aug 2019
- Foresters Equity Services, Inc.Jul 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5483835
- Firm CRD
- 281621