Terry GordyCRD Number: 5437416
Current Firm: Sagepoint Financial, Inc.
Terry Gordy (CRD# 5437416) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hollywood, CA and has over 8 years of experience in the finance industry.
|Sagepoint Financial, Inc.||South Pasadena, CA||Jan 2009 - Current||8|
|Pepperdine University||Pasadena, CA||Aug 2007 - Current||9|
|Aig Financial Advisors, Inc.||South Pasadena, CA||Oct 2007 - Jan 2009||1|
|Unemployed||Pasadena, CA||Jun 2007 - Jul 2007||< 1|
|Lucky Brand Jeans||Long Beach, CA||Mar 2006 - May 2007||1|
|California State University||Long Beach, CA||Aug 2000 - May 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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