Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Galen Gilbreath is a financial advisor with over 30 years of experience in the industry. Gordon is currently registered with Osaic Wealth, Inc. in San Diego, CA. Gordon has previously been registered with a number of other firms including SAGEPOINT FINANCIAL, INC., BROOKSTREET SECURITIES CORPORATION, SENTRA SECURITIES CORPORATION, KIRLIN SECURITIES INC., and BARABAN SECURITIES, INC. Gordon is a licensed Series 7, Series 24, and Series 63 registered representative and holds the SIE designation. Gordon specializes in providing financial advice to individuals, families, and businesses.
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.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
09/11/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
04/01/2003 - 09/11/2006
BROOKSTREET SECURITIES CORPORATION (SAN DIEGO CA)
AZ
12/04/2000 - 03/14/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
05/15/1995 - 12/21/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
CA
10/07/1991 - 05/22/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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