Andrew Gibson
Advisor at OneDigital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OneDigital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Andrew Gibson is a Series 65-licensed financial advisor with OneDigital, based in Raleigh, NC, and has three years of industry experience. He has worked at OneDigital Investment Advisors LLC since 2022 and previously held a position at State Farm in 2021. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals and institutional clients. The firm employs a range of analytic approaches and model strategies primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary management options.
Based on OneDigital
Based on OneDigital
Financial planning and family office services may be charged on a one-time or annual flat fee basis, fully negotiable. Wealth, Inc. Access Fee is a one-time flat fee.
Up to 2.00% annually on assets under management (tiered fee schedule applies, exact tiers not specified)
Commission-based fees may be received by certain registered representatives and insurance agents affiliated with OneDigital for selling investment and insurance products.
Financial planning fees may be charged on an hourly basis, fully negotiable.
Fee-only: Investment advisory fees charged quarterly in advance, based on percentage of assets under management, hourly basis, or fixed fee basis. Financial planning and family office fees may be charged on flat fee or hourly basis.
4141 Parklake Ave, Suite 110
Raleigh, NC 27612
North Carolina
OneDigital Investment Advisors LLC
2022 - Present (4 years)
State Farm
2021 - 2021 (1 year)
North Carolina State University
2016 - 2020 (4 years)
Unemployed
2016 - 2016 (1 year)
Student
2013 - 2016 (3 years)
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Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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