Advisor at Kevin M. Gibney and Company, LLC
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Firm
Kevin M. Gibney and Company, LLC
Location
Iselin, NJ 08830
Credentials
Series 66
Industry experience
16 years
Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.
Based on Kevin M. Gibney and Company, LLC
Based on Kevin M. Gibney and Company, LLC
Financial planning and consulting fixed fees from $2,500 to $250,000 depending on scope
1.00% annually
Up to 8% commission on sales of equity indexed annuities
Minimum fee: Financial planning and consulting services fixed fee ranging from $2,500 to $250,000
33 Wood Ave South, Suite 710
Iselin, NJ 08830
New Jersey
Kevin M. Gibney and Company, LLC
2012 - Present (14 years)
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Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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