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William Blair Gordon

Kovack Advisors, Inc.

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About William Blair Gordon

William Blair Gordon is a financial advisor with Kovack Advisors, Inc. with over 27 years of experience in the financial services industry. William has been with Kovack Advisors, Inc. since July 2019, providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. William also provides advisory services to high-net-worth individuals, corporations, and other businesses, and his client base is primarily located in Florida and other states in the U.S.

Firm Information

William Gordon is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Gordon’s Registration & Firm History

FL

07/31/2019 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

FL

11/12/2010 - 07/29/2019

CAPITAL FINANCIAL SERVICES, INC. (CLEARWATER FL)

FL

10/19/1998 - 11/15/2010

INVESTORS CAPITAL CORP. (CLEARWATER FL)

FL

10/20/2008 - 10/24/2008

J.W. COLE FINANCIAL, INC. (CLEARWATER FL)

CA

04/01/1996 - 09/16/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

NJ

10/05/1995 - 12/07/1995

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

AZ

06/27/1995 - 09/05/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

04/30/1991 - 12/02/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/30/1991 - 12/02/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/29/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 13 public disclosures for William Blair Gordon. Review regulatory record here.
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