Kristen Gordon, financial advisor Peoria IL
89 score

Kristen Gordon

CRD Number: 6020009
Current Firm: Wells Fargo Advisors, LLC

Kristen Gordon (CRD# 6020009) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Peoria, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Peoria, IL Jun 2013 - Current 3
Ourhealth Indianapolis, IN Aug 2012 - May 2013 < 1
Butler University Indianapolis, IN Aug 2009 - May 2013 3
Butler University Health And Recreation Center Indianapolis, IN Aug 2009 - May 2013 3
Wells Fargo Advisors Peoria, IL Jun 2012 - Aug 2012 < 1
Ubs Financial Services Indianapolis, IL Jan 2012 - May 2012 < 1
Julie's Corner Store Lacon, IL Jun 2010 - Aug 2011 1
Lake Wildwood Association Varna, IL Jun 2007 - Jul 2010 3
Midland Unit District-7 Varna, IL Aug 1996 - May 2009 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kristen L. Gordon
Phone Number: 314-875-3000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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