Unclaimed
Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC. She has been in the industry since 2014. Angela is registered to provide investment advice in 32 states, as well as being registered as an Investment Advisor Representative in Texas and Louisiana. Angela is also a Board Member of the Homeowner's Association of Knott's Landing on Rush Creek in Arlington, TX. Her previous experience includes working as a Financial Advisor for Cambridge Investment Research, Inc. in Southlake, TX, and for Hornor, Townsend & Kent, LLC in Addison, TX.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
03/20/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
03/02/2020 - 04/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Southlake TX)
TX
11/03/2018 - 03/03/2020
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
TX
01/30/2017 - 10/15/2018
LINCOLN INVESTMENT (IRVING TX)
TX
12/21/2013 - 01/27/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fort Worth TX)
BOTH
Issued 04/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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