Gordon Moulton, financial advisor Attleboro MA

Gordon Moulton

CRD Number: 4588073
Current Firm: Avantax Advisory Services

Gordon Moulton (CRD# 4588073) is an Investment Advisor Representative working at Avantax Advisory Services in Attleboro, MA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Attleboro, MA Apr 2005 - Current 18
Avantax Investment Services, Inc. Attleboro, MA Aug 2002 - Current 21
Gordon Moulton S. Attleboro, MA Jan 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Gordon J. Moulton
Phone Number: 972-870-6000
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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