Rand GordonCRD Number: 3074168
Current Firm: Harbor Capital Management Inc.
Rand Gordon (CRD# 3074168) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Rand 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Capital Investment Group, Inc.||Charlotte, NC||Jun 2000 - Current||17|
|Harbor Capital Management, Inc.||Charlotte, NC||Apr 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management227MILLIONS
Total Number of Accounts641ACCOUNTS
Average Account Value$353,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, NH, SC, TX, VA
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