Chad Gordon, financial advisor Centennial CO
81 score

Chad Gordon

CRD Number: 4621788
Current Firm: Greenstar Advisors

Chad Gordon (CRD# 4621788) is an Investment Advisor Representative working at Greenstar Advisors in Centennial, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Centennial, CO Oct 2017 - Current < 1
Greenstar Advisors Centennial, CO Oct 2017 - Current < 1
Independent Financial Partners Centennial, CO Jun 2014 - Oct 2017 3
Lpl Financial LLC Greenwood Village, CO Aug 2010 - Oct 2017 7
Wachovia Securities, LLC Aurora, CO Feb 2007 - Aug 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Chad R. Gordon
Phone Number: 720-936-1606
Registered State(s):
  • CO
Current Firm Details
Greenstar Advisors
Firm's CRD Number: 289373
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $142,680
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
Types of Clients
Registered States

CO

Ready to hire a financial advisor? Get competitive proposals from Chad Gordon and other advisors.
BADGES
81

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