Gary Gordon, financial advisor Ladera Ranch CA
90 score

Gary Gordon

CRD Number: 4572155
Current Firm: Pacific Park Financial, Inc.

Gary Gordon (CRD# 4572155) is an Investment Advisor Representative working at Pacific Park Financial, Inc. in Ladera Ranch, CA and has 1 year of experience in the finance industry. Gary Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pacific Park Financial, Inc. Aliso Viejo, CA Jun 2002 - Current 14

Gary Gordon has no recent exams reported.
Contact Info for Gary A. Gordon
Phone Number: 949-600-6294
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    124
    MILLIONS
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $185,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, LA, NY, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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