Gordon CromCRD Number: 6014476
Current Firm: Woodbury Financial Services, Inc.
Gordon Crom (CRD# 6014476) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Woodbury Financial Services, Inc.||Colorado Springs, CO||Mar 2012 - Current||5|
|Wyle Inc - Cas Group||Colorado Springs, CO||Dec 2009 - Current||7|
|Delta Solutions And Strategies LLC||Colorado Springs, CO||Jun 2003 - Dec 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV