Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gordon is a financial advisor with over 15 years of experience in the industry. David is currently registered with Hightower Advisors, LLC in Washington. Previously, David has worked for a number of firms including Mutual Securities, Inc., Cetera Advisor Networks LLC, LPL Financial Corporation, and Ameriprise Financial Services, Inc. David holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. David specializes in providing financial planning, portfolio management, and treasury management services for both individuals and businesses. David is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/23/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
WA
09/26/2016 - 12/31/2018
MUTUAL SECURITIES, INC. (Spokane WA)
WA
03/01/2010 - 09/26/2016
CETERA ADVISOR NETWORKS LLC (SPOKANE WA)
WA
02/12/2008 - 04/28/2009
LPL FINANCIAL CORPORATION (SPOKANE WA)
WA
03/23/2007 - 12/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SPOKANE WA)
BOTH
Issued 04/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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