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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 Neale is a financial advisor associated with Fisher Investments. Gordon is registered with the state of Florida and Texas, and has passed the Uniform Investment Adviser Law Examination (Series 65). Gordon works with a wide range of clients including individuals, families, trusts, pension plans, and businesses. Gordon offers a variety of services including financial planning, portfolio management, and portfolio assessment. Gordon has been in the financial industry since 2010.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
02/20/2024 - Present
Fisher Investments (TAMPA FL)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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