Paul Gordon (CRD# 4984712) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 19 years of experience in the finance industry. Paul Gordon has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Oneascent Financial Services LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fintrust Capital Advisors, LLC | Greenville, SC | Mar 2018 - Current | 6 |
| United Community Insurance, Inc. | Greenville, SC | Mar 2018 - Current | 6 |
| Fintrust Capital Partners, LLC | Greenville, SC | Jan 2018 - Current | 6 |
| Fintrust Brokerage Services, LLC | Greenville, SC | Sep 2014 - Current | 10 |
| Fintrust Investment Advisory Services, LLC | Greenville, SC | Sep 2014 - Mar 2018 | 3 |
| Lpg Properties | Greer, SC | Sep 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- SC
-
Total Assets Under Management1,744MILLIONS
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Total Number of Accounts1,968ACCOUNTS
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Average Account Value$886,155
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, FL, GA, LA, OR, SC, TX
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