Andrew Gibson has been an investment adviser representative at Integrative Planning since July 2025, and is not listed among the firm’s executive officers or direct owners.
Integrative Planning, Inc. is a Cornelius, NC firm with $101M under management, 224 clients and 3 advisers in one office, as of its August 2026 filing.
Andrew Gibson’s longest registration was 9 years at Vanguard Advisers, Inc. (2015–2025). Before joining Integrative Planning in 2025, Andrew Gibson was registered through Alphastar Capital Management and Vanguard Advisers, Inc.
- Integrative Planning, Inc.Current– present · 1 yearCornelius, NC · Adviser representative · Firm CRD 336307
- Alphastar Capital Management– · under a yearCornelius, NC · Adviser representative · Firm CRD 157423
- Vanguard Advisers, Inc.– · 9 yearsCharlotte, NC · Adviser representative · Firm CRD 106715
Investment adviser representative registrations
Andrew Gibson is registered as an investment adviser representative in North Carolina, since July 2025.
- North CarolinaSince 10 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 2013 |
| Series 7 | General Securities Representative Examination | 29 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew James Gibson
- CRD
- 6254253
- Firm
- Integrative Planning · CRD 336307
- Office
- 19520 W CATAWBA AVE., SUITE 311, Cornelius, NC 28031
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Gibson work?
Andrew Gibson is an investment adviser representative registered through Integrative Planning, Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Gibson a financial advisor?
Yes. Andrew Gibson has a current investment-adviser registration in North Carolina, through Integrative Planning since July 2025.
How many years of experience does Andrew Gibson have?
Andrew Gibson has 12 years in the financial industry, since January 2014, across 3 adviser firms.
What exams has Andrew Gibson passed?
Andrew Gibson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2013. FINRA credited Andrew Gibson with the SIE, which began in October 2018.
Where did Andrew Gibson work before Integrative Planning?
Before Integrative Planning, Andrew Gibson was registered through Vanguard Advisers, Inc., August 2015 to January 2025.
Where is Andrew Gibson based?
Andrew Gibson’s registered office is in Cornelius, NC.
Is Andrew Gibson registered with FINRA?
No. Andrew Gibson has no current broker registration.
How can I verify Andrew Gibson’s record?
Search CRD 6254253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Gibson’s full registration record.