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Mark Robert Gordon

First Advisors National, LLC

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About Mark Robert Gordon

Mark Robert Gordon is an investment advisor representative at First Advisors National, LLC, registered with the state of Illinois. Mark has been in the industry for over 30 years. Prior to joining First Advisors National, Mark worked at Avalon Investment & Securities Group, Inc., HBW Securities LLC, American General Securities Incorporated, and PFS Investments Inc. Mark's specialties include portfolio management for individuals, selection of other advisors, and retirement planning consultations.

Firm Information

Mark Gordon is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Mark Gordon’s Registration & Firm History

IL

01/22/2013 - Present

First Advisors National, LLC (PALOS HEIGHTS IL)

AL

01/27/2012 - 02/23/2015

AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)

IL

05/08/2006 - 12/31/2011

HBW SECURITIES LLC (PALOS HEIGHTS IL)

AZ

04/07/2004 - 12/31/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

GA

11/15/1993 - 07/11/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Robert Gordon.
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