Charles Gibbons has been an investment adviser representative at KFA Private Wealth Group since October 2015, and is not listed among the firm’s executive officers or direct owners.
Kfa Private Wealth Group, LLC is a Tyson, VA firm with $830M under management, 823 clients and 11 advisers in one office, as of its March 2026 filing.
Charles Gibbons is Vice President + Private Wealth Advisor of KFA Private Wealth Group, based in Tysons, Virginia. He works with families and small businesses, helping clients with retirement, education, estate and insurance planning strategies.
Charles Gibbons’ longest registration is the current one, 10 years at KFA Private Wealth Group since 2015. Before joining KFA Private Wealth Group in 2015, Charles Gibbons was registered through Ameriprise Financial Services, Inc.
- – present · 10 yearsTyson, VA · Adviser representative · Firm CRD 281678
- Ameriprise Financial Services, Inc.– · 10 yearsVienna, VA · Adviser representative · Firm CRD 6363
Professional designations
Listed by KFA Private Wealth Group
- Chartered Retirement Planning Counselor (CRPC™)
Investment adviser representative registrations
Charles Gibbons is registered as an investment adviser representative in Virginia, since October 2015.
- VirginiaSince 29 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 October 2004 |
| Series 53 | Municipal Securities Principal Examination | 7 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 July 2001 |
| Series 7 | General Securities Representative Examination | 13 June 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Messick Gibbons
- CRD
- 4315046
- Firm
- KFA Private Wealth Group · CRD 281678
- Office
- 8350 BROAD ST., SUITE 220, Tyson, VA 22102-5151
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kfapwg.com
Where does Charles Gibbons work?
Charles Gibbons is an investment adviser representative registered through Kfa Private Wealth Group, LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Charles Gibbons a financial advisor?
Yes. Charles Gibbons has a current investment-adviser registration in Virginia, through KFA Private Wealth Group since October 2015.
How many years of experience does Charles Gibbons have?
Charles Gibbons has 25 years in the financial industry, since October 2001, across 2 adviser firms.
What exams has Charles Gibbons passed?
Charles Gibbons has passed 4 licensing exams: the Series 7, Series 63, Series 53 and Series 66. The earliest, the Series 7, was passed in June 2001. FINRA credited Charles Gibbons with the SIE, which began in October 2018.
Where is Charles Gibbons based?
Charles Gibbons’ registered office is in Tyson, VA.
Is Charles Gibbons registered with FINRA?
No. Charles Gibbons has no current broker registration.
How can I verify Charles Gibbons’ record?
Search CRD 4315046 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Gibbons’ full registration record.
