Gordon Clakley, financial advisor San Francisco CA
83 score

Gordon Clakley

CRD Number: 1422251
Current Firm: Raymond James & Associates, Inc.

Gordon Clakley (CRD# 1422251) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Francisco, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Will Not Remain With The Unprepared Walnut Creek, CA Sep 2013 - Current 3
Inevitable Four Workshop Walnut Creek, CA Dec 2008 - Current 8
Tp2 Aircraft Walnut Creek, CA Sep 2008 - Current 8
Raymond James & Associate Walnut Creek, CA Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Jun 1997
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gordon N. Clakley
Phone Number: 727-567-1000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
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, 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

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BADGES
83

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