William Gordon, financial advisor Greenville SC

William Gordon

CRD Number: 4234103
Current Firm: Fintrust Capital Advisors, LLC

William Gordon (CRD# 4234103) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
United Community Insurance, Inc. Greenville, SC Mar 2018 - Current 6
Fintrust Capital Advisors, LLC 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 9
William M Gordon, Cpa Greer, SC Sep 2011 - Current 12
Fintrust Investment Advisory Services, LLC Greenville, SC Sep 2014 - Mar 2018 3
Rental Real Estate St Helena Island, SC Sep 2011 - Oct 2016 5
Raymond James Financial Services Greer, SC Sep 2011 - Sep 2014 3
Raymond James Financial Services Advisors, Inc. Greer, SC Sep 2011 - Sep 2014 3
B G & C Financial Greer, SC Aug 2006 - Sep 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William M. Gordon
Phone Number: 864-288-2849
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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