Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Gordon Case, financial advisor Rancho Santa Fe CA
93 score

Gordon Case

CRD Number: 5298218
Current Firm: American Money Management, LLC

Gordon Case (CRD# 5298218) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
American Money Management, LLC Rancho Santa Fe, CA Jan 2009 - Current 7
Merrill Lynch Riverside, CA Feb 2007 - Dec 2008 1
C.l.willoughby Riverside, CA Oct 1983 - Feb 2007 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Gordon B. Case
Phone Number: 858-755-0909
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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