William Gibbons has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners. William Gibbons holds a Certificate in financial planning from The American College.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
William V. Gibbons is a financial planner with Northeast Planning Associates, Inc., based in Bedford, NH. He has been a financial services professional in New Hampshire and Massachusetts for more than 35 years and specializes in personal retirement planning, business planning and estate planning. He works with business owners, managers and professionals and has taught continuing education courses for other financial services professionals.
William Gibbons’ longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, William Gibbons was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsAdviser representative and broker · Firm CRD 6413
- – present · 22 yearsBedford, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearBedford, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 9 yearsBedford, NH · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
William Gibbons is registered as an investment adviser representative in New Hampshire, since July 2004.
- New HampshireSince 23 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 August 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Victor Gibbons
- CRD
- 1712061
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wgibbons.com
Where does William Gibbons work?
William Gibbons is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is William Gibbons a financial advisor?
Yes. William Gibbons has a current investment-adviser registration in New Hampshire, through Northeast Planning Associates since July 2004.
How many years of experience does William Gibbons have?
William Gibbons has 38 years in the financial industry, since November 1987, across 4 adviser firms.
What exams has William Gibbons passed?
William Gibbons has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 1987. FINRA credited William Gibbons with the SIE, which began in October 2018.
Where did William Gibbons work before Northeast Planning Associates?
Before Northeast Planning Associates, William Gibbons was registered through Veravest Investment Advisors, Inc., January 1994 to November 2003.
Where is William Gibbons based?
William Gibbons’ registered office is in Bedford, NH.
Is William Gibbons registered with FINRA?
Yes. William Gibbons has a current broker registration, under CRD 1712061.
Source: FINRA BrokerCheck
How can I verify William Gibbons’ record?
Search CRD 1712061 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Gibbons’ full registration record.
