David GordonCRD Number: 4033658
Current Firm: Ifg Advisory, LLC
David Gordon (CRD# 4033658) is an Investment Advisor Representative working at Ifg Advisory, LLC in Concord, NC and has over 21 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Ifg Advisory, LLC||Atlanta, GA||Jan 2016 - Current||6|
|Lpl Financial LLC||Concord, NC||Jul 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management2,692MILLIONS
Total Number of Accounts9,357ACCOUNTS
Average Account Value$287,674
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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