Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Gordon is a financial advisor associated with Wealth Architects, LLC. Mark has been in the financial services industry since 2006. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Mark holds the Series 7 and Series 66 licenses and is registered in California.
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.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
CA
01/12/2006 - 07/10/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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