John Gordon (CRD# 5553349) is an Investment Advisor Representative working at Lpl Financial LLC in Loxahatchee, FL and has over 15 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Loxahatchee, FL | Jul 2023 - Current | < 1 |
| Bank Of America, N.a. | Palm Beach, FL | May 2020 - Jul 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach, FL | Feb 2020 - Jul 2023 | 3 |
| Wells Fargo Clearing Services, LLC | Stuart, FL | Nov 2016 - Feb 2020 | 3 |
| Wells Fargo Advisors LLC | Stuart, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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