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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 Moulton is a financial advisor with Avantax Advisory Services. Gordon has been in the financial services industry since 2002. Gordon is registered with the state of Massachusetts as both a securities agent and an investment advisor. Gordon is also registered with the state of Rhode Island as a securities agent and an investment advisor. Gordon is registered with the state of Connecticut, Florida and New Hampshire as a securities agent. Gordon has passed several industry exams including the Series 6, Series 7, Series 63, and Series 65. Gordon is a registered representative of Avantax Investment Services, Inc. and an Investment Advisor Representative of Avantax Advisory Services. Gordon has a history of working in the financial services industry in the Attleboro, MA area. Gordon has had previous employment with Avantax Investment Services, Inc. and Gordon Moulton. Gordon's practice specializes in providing investment advisory services and financial planning to high net worth individuals, corporations, and individuals other than high net worth.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
11/05/2019 - Present
Avantax Advisory Services (ATTLEBORO MA)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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