William Gordon, financial advisor Moultrie GA

William Gordon

CRD Number: 1063637
Current Firm: Primerica Advisors

William Gordon (CRD# 1063637) is an Investment Advisor Representative working at Primerica Advisors in Moultrie, GA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Moultrie, GA Jun 1991 - Current 32
Primerica Financial Services Moultrie, GA Aug 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Jun 2012
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 H. Gordon
Phone Number: 833-786-0550
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, WY

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