Unclaimed
Gordon Fair is a financial advisor with Vanguard Advisers, Inc., located in Charlotte, North Carolina. Gordon has been in the financial industry since June 1987. Gordon's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Gordon holds a Series 3, 7, 63, 65 and 66 securities license and is also a Certified Financial Planner. Gordon is registered with the states of Georgia, North Carolina and Texas.
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.
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
NC
03/10/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
SC
07/01/2019 - 01/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)
SC
09/09/2015 - 06/05/2019
FIDELITY BROKERAGE SERVICES LLC (HILTON HEAD ISLAND SC)
SC
01/05/2015 - 08/27/2015
PRINCOR FINANCIAL SERVICES CORPORATION (HILTON HEAD SC)
KY
05/02/2013 - 12/31/2014
ALLSTATE FINANCIAL SERVICES, LLC (LEXINGTON KY)
KY
10/06/2011 - 04/30/2013
PNC INVESTMENTS (LEXINGTON KY)
IN
10/27/2010 - 10/06/2011
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
KY
08/03/2009 - 10/25/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKFORT KY)
KY
07/06/2005 - 08/07/2009
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
IL
06/27/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
03/15/2002 - 11/14/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
07/31/1997 - 03/04/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
05/28/1991 - 07/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/28/1991 - 07/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/25/1984 - 12/21/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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