Ronald Litteral
Investment adviser representative at Gibbs Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$1.1BFirm assets
4 yearsFirm in business
Are you Ronald Litteral? Claim your profile
Contact this firm
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
13 years in the industry.
- Gibbs Wealth Management, LLCMar 2026 to now
- Suncrest Wealth AdvisorsMar 2026 to now
- San Blas Securities, LLCOct 2025 to Mar 2026
- Sb AdvisoryOct 2025 to Mar 2026
- Fidelity InvestmentsSep 2022 to Sep 2025
- dba: Onpoint Investment ServicesJan 2022 to Aug 2022
- Onpoint Wealth Management and InvestmentsFeb 2021 to Aug 2022
- Raymond James Financial ServicesOct 2014 to Aug 2022
- Raymond James Financial Services Advisors Inc.Oct 2014 to Aug 2022
- Onpoint Community Credit UnionAug 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, OR).
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
- 5762717
- Firm CRD
- 281621