Donna Gordon, financial advisor Birmingham AL

Donna Gordon

CRD Number: 1469265
Current Firm: Wesban Financial Consultants, P.c.

Donna Gordon (CRD# 1469265) is an Investment Advisor Representative working at Wesban Financial Consultants, P.c. in Birmingham, AL and has over 31 years of experience in the finance industry. Donna Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wesban Financial Consultants Birmingham, AL Oct 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
Contact Info for Donna H. Gordon
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $190,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL

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