Unclaimed
Gordon Lange has been in the financial services industry since 1996. Gordon is a registered representative of LPL Financial LLC and is licensed to sell securities in Arizona, Arkansas and Texas. Gordon specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Gordon has been with LPL Financial LLC since 2004. Gordon has a wide range of experience and qualifications to assist clients with 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/29/2004 - Present
LPL Financial LLC (MT. PLEASANT TX)
MA
05/13/2003 - 05/20/2004
CANTELLA & CO., INC. (MALDEN MA)
FL
01/04/1999 - 05/13/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/19/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TX
11/13/1996 - 11/19/1998
SIGNAL SECURITIES, INC. (FORT WORTH TX)
IA
Issued 03/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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