AG
AG

Aubrey Damon Gibbs

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

6110 McFarland Station Drive, Suite 1006, Alpharetta, GA, 30004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aubrey is the owner/consultant for Beacon Management Group, an education consulting firm, since 2022. This takes about 10-20% of their time.

Employment History
Current Registrations
Silver Oak Securities, INC.
February 2022 - Present · 4 yrs
Silver Oak Securities, IncorporatedBroker
August 2021 - Present · 4 yrs 6 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.