Ryan Kent Gibbs
Investment adviser representative at Heritage Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$643.4MFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Heritage Advanced Tax Strategies Inc, A Professional CorporationFeb 2018 to now
- Heritage Wealth Management, Inc.May 2014 to now
- Financial Goal Securities, Inc.May 2014 to Nov 2021
- The Kocen Financial GroupMay 2014 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Heritage Wealth Management, Inc.
$643.4MAssets managed
235Clients
6Advisers
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
- 6371527
- Firm CRD
- 316956