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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 Carlson is a financial advisor with over 20 years of experience in the financial services industry. Gordon Carlson & Associates, a firm he founded in 2009, provides financial planning and investment management services to individuals, families, and businesses. Gordon Carlson's experience includes working for a number of prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Grant Bettingen, Inc. and Purshe Kaplan Sterling Investments. Gordon Carlson holds the Series 7, Series 24, and Series 63 licenses, and is a Certified Financial Planner. Gordon Carlson is dedicated to providing his clients with personalized financial guidance to help them achieve their financial goals.
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.
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.
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CA
08/18/2009 - Present
Gordon Carlson & Associates (IRVINE CA)
CA
09/10/2009 - 11/03/2011
PURSHE KAPLAN STERLING INVESTMENTS (IRVINE CA)
CA
08/25/2004 - 08/20/2009
GRANT BETTINGEN, INC. (IRVINE CA)
NY
02/20/2002 - 08/13/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/22/1996 - 03/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
08/29/1995 - 08/16/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 09/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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