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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn R. Gordon is a financial advisor who has been in the industry since August 12, 2008. Currently, John R. Gordon is registered with LPL Financial LLC in Loxahatchee, FL. Prior to LPL Financial LLC, John R. Gordon was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in West Palm Beach, FL and WELLS FARGO CLEARING SERVICES, LLC in Stuart, FL. John R. Gordon holds the Series 66, Series 7 and SIE licenses. John R. Gordon has earned the Series 66 Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination.
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
FL
07/28/2023 - Present
LPL Financial LLC (LOXAHATCHEE FL)
FL
02/20/2020 - 07/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
08/13/2008 - 02/25/2020
WELLS FARGO CLEARING SERVICES, LLC (STUART FL)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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