Gordon Clapperton (CRD# 6752868) is an Investment Advisor Representative working at Ellevity Capital, LLC in Dorado, PR and has over 7 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellevity Capital, LLC | Boulder, CO | Aug 2019 - Current | 4 |
| Whole Foods | Boulder, CO | Jun 2019 - Current | 4 |
| Na | Boulder, CO | Aug 2018 - Jun 2019 | < 1 |
| Ellevity Capital, LLC | Malibu, CA | Jan 2017 - Aug 2018 | 1 |
| Unemployed | Malibu, CA | Sep 2016 - Jan 2017 | < 1 |
| Market Meats | Vancouver, | Aug 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CO
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,507,645
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IA, PR
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.