Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Lyle Wilson is a financial advisor with over 20 years of experience in the financial services industry. Gordon is currently registered with Lincoln Investment and has been with the firm since June 2012. Prior to joining Lincoln Investment, Gordon worked at Capital Analysts, Incorporated in Woodland Hills, CA. Gordon specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Gordon is committed to providing personalized financial guidance to help clients achieve their financial goals. Gordon is a Series 6, Series 63, and SIE licensed representative.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
06/01/2012 - Present
Lincoln Investment (WOODLAND HILLS CA)
CA
10/21/1997 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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