Unclaimed
Aaron Gordon is a financial advisor with over 20 years of experience in the industry. Aaron has worked for several firms including Ameriprise Financial Services, Inc., LPL Financial LLC, EF Legacy Securities, LLC, Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Aaron is currently a registered representative with Hornor, Townsend & Kent, LLC. Aaron specializes in providing financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
09/03/2021 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
IN
02/14/2019 - 07/21/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/14/2019 - 07/21/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
VA
05/01/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
CA
03/24/2014 - 05/10/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
MN
07/12/2001 - 02/25/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
08/05/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MN
07/12/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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