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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Harcourt Porter is a financial advisor with over 25 years of experience in the financial industry. Gordon is currently registered with Cambridge Investment Research Advisors, Inc. Previously, Gordon was registered with Securities America, Inc., 1st Global Capital Corp., and CFS Brokerage Corp. Gordon is licensed in several states including Delaware, Florida, Maryland, North Carolina, Pennsylvania, Texas, and Virginia. Gordon specializes in various areas of financial planning, including retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/02/2015 - Present
Cambridge Investment Research Advisors, Inc. (York PA)
PA
11/24/2000 - 09/01/2011
SECURITIES AMERICA, INC. (YORK PA)
TX
04/15/1997 - 12/18/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
09/05/1995 - 04/22/1997
CFS BROKERAGE CORP. (NEW YORK NY)
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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