Kylar Dalton Gee
Investment adviser representative at Gibson Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$186.1MFirm assets
4 yearsFirm in business
Are you Kylar Dalton Gee? 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 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
12 years in the industry.
- Gibson Wealth Advisors, LLCJan 2024 to now
- Ameriprise Financial Services, LLCAug 2020 to Jan 2024
- UnemployedNov 2019 to Aug 2020
- TD AmeritradeJul 2019 to Nov 2019
- Ameriprise FinancialAug 2018 to Jul 2019
- Emerge Medical SolutionsJun 2017 to Sep 2017
- University of OklahomaAug 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gibson Wealth Advisors, LLC
$186.1MAssets managed
193Clients
4Advisers
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
- 7009516
- Firm CRD
- 285077