Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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