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Ciara Gibbs

Advisor at Equitable Advisors

Updated today

Location

Zackary, LA

Credentials

Series 63, Series 65

Industry experience

5 years

About

Ciara Gibbs is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2020. Her background includes roles with the Boy Scouts of America and the Girl Scouts, reflecting involvement in community organizations. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement plan support, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

Zackary, LA

Most active in

Louisiana · Texas

Work history

Equitable Advisors, LLC

2020 - Present (6 years)

Waitr

2020 - 2020 (1 year)

Chamber of Commerce

2020 - 2020 (1 year)

Istrouma Area Council - Boy Scouts of America

2019 - 2019 (1 year)

Louisiana East Council - Girl Scouts

2018 - 2018 (1 year)

Northwestern State University

2017 - 2020 (3 years)

Istrouma Area Council - Boy Scouts of America

2017 - 2017 (1 year)

Northwestern State University

2016 - 2020 (4 years)

Istrouma Area Council - Boy Scouts of America

2016 - 2016 (1 year)

Sonic Drive In

2016 - 2020 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael P

CFP®, Series 63, Series 65

Greenwell Springs, LA

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Michael Patton is a CFP® professional with 18 years of experience in financial advising. He has been with Integrity Wealth Management, Inc., an independent firm based in Greenwell Springs, LA, since 2007. In addition to his advisory role, Patton contributes regularly as a columnist for Forbes.com and a contributing editor for Investment Advisor Magazine. Integrity Wealth Management serves affluent and high-net-worth clients, including business owners, executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm employs a tailored investment approach combining passive and active strategies, with an emphasis on ETFs and downside risk management techniques.

Wealth management Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Doctor or Medical Professional Retired
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Shane E

Series 65

Baton Rouge, LA

Senior Advisory Group, LLC

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.

General retirement planning General tax planning
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Matthew W

Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora is a financial advisor with KG Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory work, he is involved with Three Rivers Consulting Group, LLC, advising landowners on mineral leasing activities. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of investment strategies tailored to client needs.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
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Christophe L

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Steven M

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
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