Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Bayard Kellam is a financial advisor with Truist Advisory Services, Inc. Gordon has been in the industry since 2001. Gordon has registrations in 53 states as a broker and in 3 states as an investment advisor. Gordon is licensed to provide financial planning and other financial services in a variety of settings, including: financial profiling services, wrap fee products, portfolio management for individuals and businesses, and publication of periodicals. Gordon works out of the Truist Advisory Services, Inc. office located in Naples, FL.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
04/15/2021 - Present
Truist Advisory Services, Inc. (NAPLES FL)
VA
09/20/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/23/2009 - 09/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
07/06/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
MA
10/25/2001 - 05/24/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 03/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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