Elizabeth R Gibson
Investment adviser representative at Integris Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$812MFirm assets
20 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
Experience
10 years in the industry.
- Integris Wealth Management, LLCMar 2023 to now
- Ameriprise Financial Services, IncDec 2019 to Mar 2023
- Global View Investment AdvisorApr 2019 to Dec 2019
- JP Morgan Securities LLCJan 2017 to Mar 2019
- Morgan StanleyJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Integris Wealth Management, LLC
$812MAssets managed
355Clients
12Advisers
20 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
- 6563606
- Firm CRD
- 111336