Stephen Randall Gibson
Investment adviser representative at Guidance Capital, Inc.
13 yearsExperience
1 stateRegistered in
$449.8MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Dmlo Wealth Planning, LLCJan 2023 to now
- Private Client Services, LLCDec 2022 to now
- Guidance Capital, Inc.Oct 2022 to now
- Dynamic Market Advantage, LLCOct 2022 to now
- Money Concepts Advisory ServiceMar 2017 to Oct 2022
- Money Concepts Capital Corp.Mar 2017 to Oct 2022
- Jjb Hilliard Wl Lyons LLCAug 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (KY).
Guidance Capital, Inc.
$449.8MAssets managed
759Clients
8Advisers
3 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
- 5557258
- Firm CRD
- 323541