ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Phoenixville
38yrs

Robert Gibson

Financial advisor at World Investment Advisors

Robert Gibson is a fiduciary financial advisor in Phoenixville, Pennsylvania, with 38 years in the industry. After four years at MMA Securities and eight years at The Centurion Group, Robert joined World Investment Advisors in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 56 advisors with offices in Phoenixville, and one of 46 fiduciaries.

Phoenixville, PATop 6% by experience nationwideFiduciary advisor

At a glance

Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
OfficePhoenixville, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state

Services through World Investment Advisors

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2019 – 2023
    MMA Securities LLCPreviously
  3. 2012 – 2019
    The Centurion Group, LLCPreviously
  4. Feb 2011 – May 2012
    World Investments, LLCPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call World Investment Advisors at (800) 833-1862 and ask for Robert Gibson. Robert works from the Phoenixville, PA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

IBN Financial Services
47yrs
Bart Kaplow
Financial advisor
Phoenixville, PA
Top advisor by experience in Phoenixville
ChFC
Call Directions
Bouvel Investment Partners
45yrs
Jean Bouvel
Financial advisor
1220 Valley Forge Road Suite 43
Phoenixville, PA 19460
Top 1% by experience in Pennsylvania
Fiduciary
Call Directions
Ameriprise Financial Services
41yrs
Kenneth Del Goleto
Financial advisor
743 Pike Springs Rd
Phoenixville, PA 19460
Top 3% by experience at Ameriprise Financial Services
PlanningInvesting
Call Directions
Hornor, Townsend & Kent
40yrs
Robert Dollfus
Financial advisor
1200 Charlestown Road
Phoenixville, PA 19460
Top 4% by experience nationwide
Fiduciary
Call Directions
Ameritas Advisory Services
38yrs
David Fazzini
Financial advisor
1260 Valley Forge Rd. Suite 107
Phoenixville, PA 19460
Top 6% by experience nationwide
Fiduciary
Call Directions

See all advisors near Phoenixville