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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Carlton Gordon is a financial advisor registered with Merit Financial Advisors in Alpharetta, Georgia. Bruce has been active in the financial services industry since November 1994. Bruce is a licensed investment advisor representative in Georgia. Before working for Merit Financial Advisors, Bruce worked for LPL FINANCIAL LLC. Bruce is a Series 6, 7, 63, and 65 licensed advisor with SIE certification.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting fees
1
2
GA
06/02/2022 - Present
Merit Financial Advisors (Albany GA)
GA
02/14/2018 - 08/16/2024
LPL FINANCIAL LLC (ALBANY GA)
GA
01/02/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALBANY GA)
GA
05/04/2006 - 01/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ALBANY GA)
GA
06/15/2004 - 05/22/2006
ONEAMERICA SECURITIES, INC. (ALBANY GA)
OH
10/27/2003 - 08/03/2004
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
MA
07/25/2000 - 12/31/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CT
12/15/1999 - 08/01/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
VA
12/01/1997 - 12/31/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
09/26/1996 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
11/07/1994 - 09/17/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/07/1994 - 09/17/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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