Harold Gilbert

Current

• Financial Consultant at AXA Advisors, LLC

Past

• sales at AXA Advisors, LLC
• Sales, Assistant Vice President, General Manager at The Mutual of Omaha Companies
• Assistant Vice President at Mutual of Omaha Companies

• sales at Mutual of Omaha

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1 more...

Education

• Norfolk State University
• Anacostia High School

Connections

3 connections

Industry

Financial Services

Harold Gilbert’s Summary

With over 37 years in this business, working with individuals, families and businesses, I have helped my clients build, protect, and distribute wealth. Working with clients to develop a well-designed financial plan allows me to assist with their insurance, investment, retirement, estate planning and business needs.

Harold Gilbert’s Specialties:

Qualified Plans Specialist

Harold Gilbert’s Experience

• Financial Consultant

  AXA Advisors, LLC

  (Financial Services industry)

  August 1996 — Present (13 years 4 months)

  Help clients build financial independence; protect their family and business income and assets; and plan for the distribution of generational wealth.
  
  Licensed Series 6, 7, 24, 63, 65.
  Designations: CLU, LUTCF, RHU
  
  The individual offers securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC Annuity and insurance products offered through AXA Network, LLC and its subsidiaries.
  
  Harold L. Gilbert is licensed to sell insurance in the following states: Virginia, North Carolina, Arkansas, and Pennsylvania: is registered to offer investment advisory services in the following states: Virginia, Maryland, North Carolina and Pennsylvania.

• sales

  AXA Advisors, LLC

  (Financial Services industry)

  1996 — 2009 (13 years )

• Sales, Assistant Vice President, General Manager

  The Mutual of Omaha Companies

  (Financial Services industry)

  January 1972 — July 1996 (24 years 7 months)

• Assistant Vice President

  Mutual of Omaha Companies

  (Financial Services industry)

  1972 — 1996 (24 years )

• sales

  Mutual of Omaha

  (Financial Services industry)

  1976 — 1988 (12 years )

Harold Gilbert’s Education

• Norfolk State University

  Business Administration 1966 — 1969

  Activities and Societies:

  Basketball
  IOTA Fraternity

• Anacostia High School

  1963 — 1966

Additional Information

Harold Gilbert’s Interests:

Golf

Harold Gilbert’s Groups:

Greater Hampton Roads Black Chamber of Commerce - President and Member of Board of Directors
Horizons Hampton Roads - Board of Directors
Virginia Business Bank - Advisory Board Member
National Association of Insurance and Financial Professionals - Member
Conference of Minority Transportation Officials (COMTO) - Member

Harold Gilbert’s Honors:

Million Dollar Round Table (MDRT)

Harold Gilbert’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch