Gordon Groshong (CRD# 1662087) is an Investment Advisor Representative working at Enlighten Financial Services, LLC in Eugene, OR and has over 30 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enlighten Financial Services, LLC | Eugene, OR | Apr 2016 - Current | 8 |
| Enlighten Llc Dba Enlighten Insurance Advisors | Eugene, OR | Jan 2016 - Jan 2022 | 6 |
| Princor Financial Services Corporation | Eugene, OR | Nov 2011 - Dec 2015 | 4 |
| Wha Insurance Agency, Inc. | Eugene, OR | Apr 2000 - Dec 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
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Total Assets Under Management22MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$10,824,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
OR
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