Unclaimed
Gordon Lee Crenshaw is a registered investment advisor representative with Stonex Advisors Inc. Gordon has over 30 years of experience in the financial services industry. His expertise includes financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Gordon is currently registered with the state of Virginia as a Registered Investment Advisor.
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.
Financial consulting services
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.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
VA
12/09/2011 - 06/12/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
05/31/1994 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
VA
05/16/1991 - 05/27/1994
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
03/22/1983 - 05/24/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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