Philip S Gibson
Investment adviser representative at Xypn Sapphire
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Xypn SapphireAug 2025 to now
- Elation Wealth, LLCAug 2025 to now
- Xypn InvestAug 2025 to now
- Concurrent Financial Planning, LLCMar 2024 to now
- Winthrop UniversityAug 2014 to now
- Wealth Enhancement Advisory ServicesNov 2021 to Mar 2024
- Wealth Enhancement GroupNov 2021 to Mar 2024
- Carroll Financial Associates, IncJan 2019 to Nov 2021
- Elation WealthAug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (SC).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 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
- 6698143
- Firm CRD
- 285967