Mark Gordon (CRD# 2418104) is an Investment Advisor Representative working at First Advisors National, LLC in Palos Heights, IL and has over 30 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Noble Marketing Partners | Palos Heightd, IL | Aug 2013 - Current | 10 |
| Gordon & Baird Inc. | Palos Heights, IL | Sep 2004 - Jul 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- IL
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Total Assets Under Management448MILLIONS
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Total Number of Accounts4,892ACCOUNTS
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Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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