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Brian Robert Giboney

Investment Adviser Representative at Merit Financial Advisors

Des Moines, WACRD #2451889Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Robert Giboney is an investment adviser representative with Merit Financial Advisors in Des Moines, WA, where they have been registered since 2023. They have worked in the securities industry since 1997 and have been registered with 7 firms, including LPL Financial LLC and Raymond James Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington
Broker:
22 states and territories

Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/11/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/11/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Merit Financial AdvisorsCurrent
9/11/2023 – Des Moines, WA
LPL Financial LLC
4/22/2004 – 8/16/2024Des Moines, WA
Raymond James Financial Services, Inc.
1/19/2000 – 4/1/2003St. Petersburg, FL
Robert Thomas Securities, Inc
3/3/1997 – 12/23/1997St. Petersburg, FL
First Montauk Securities Corp.
10/3/1996 – 2/25/1997Red Bank, NJ
Capital Securities OF America, Inc.
2/17/1995 – 11/13/1996Hartville, OH
Painewebber Incorporated
3/14/1994 – 2/28/1995Weehawken, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Merit Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • First $100,0001.50%
  • $100,000 - $250,0001.25%
  • Above $250,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
269
Offices listed on AdvisorFinder:
25
Main office:
Alpharetta, GA
SEC file number:
801-67462

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Merit Financial Advisors

Showing 12 of 269 in the directory

View Merit Financial Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Robert Giboney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brian Robert Giboney (Merit Financial Advisors)