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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Gordon is a registered investment advisor representative with Crawford Investment Counsel Inc. in Atlanta, Georgia. Timothy has been in the securities industry since 2003. Timothy has passed the Series 6, 7, 63, and 66 exams. Previous employment includes positions with Prudential Annuities Distributors, Inc., Foreside Fund Services, LLC, Invesco Distributors, Inc., J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., and Planco Financial Services, LLC. Timothy's specializations include portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
04/20/2021 - Present
Crawford Investment Counsel Inc. (ATLANTA GA)
CT
07/24/2020 - 03/02/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
ME
09/12/2019 - 07/10/2020
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
TX
01/15/2013 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
01/03/2011 - 01/09/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
04/20/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
CT
01/09/2004 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 01/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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