Nancy Gordon (CRD# 4231680) is an Investment Advisor Representative working at On Point Wealth Strategies LLC in Williamsburg, VA and has over 23 years of experience in the finance industry. Nancy Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| On Point Wealth Strategies LLC | Williamsburg, VA | Oct 2020 - Current | 3 |
| On Point Insurance Strategies | Williamsburg, VA | Oct 2020 - Current | 3 |
| Unemployed | Williamsburg, VA | Jul 2020 - Oct 2020 | < 1 |
| Raymond James Financial Services Advisors Inc. | Williamsburg, VA | Nov 2015 - Jul 2020 | 4 |
| Atlantic Union Bank/middleburg Financial | Williamsburg, VA | Nov 2015 - Jul 2020 | 4 |
| Raymond James Financial Services, Inc. | Williamsburg, VA | Nov 2015 - Jul 2020 | 4 |
| Union Bank & Trust | Williamsburg, VA | Nov 2015 - May 2019 | 3 |
| Union Investment Services/union Trust Bank | Williamsburg, VA | Nov 2015 - Jun 2017 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Nov 2012 - Nov 2015 | 3 |
| Suntrust Private Wealth | Williamsburg, VA | Nov 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- VA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$236,475
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
VA
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