Michael Gordon (CRD# 6091761) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 11 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 4849315
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jul 2019 - Current | 4 |
| True Wealth Advising | Crown Point, IN | Jul 2019 - Current | 4 |
| Michael Gordon | Winfield, IN | Dec 2018 - Jun 2019 | < 1 |
| Edward Jones | St. Louis, MO | Nov 2018 - Dec 2018 | < 1 |
| Bank Of America, N.a. | Chicago, IL | Jan 2013 - Nov 2018 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jun 2012 - Nov 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- IN
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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