Gordon Asset Management, LLC

Gordon Asset Management, LLC (CRD# 118471) is a financial advisory firm headquartered in Durham, NC. They manage $1,001,593,691 in 1,600 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,002
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $625,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, LA, NC, SC, TN, TX

Financial Advisors at Gordon Asset Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Joseph M. Gordon
CRD#: 706758
1007 Slater Road, Suite 200, Durham, NC 27703
96
Wealthminder
score

Joseph Gordon (CRD# 706758) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 32 years of experience in the finance industry. Joseph 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.

2
George S. Harvey
CRD#: 1137389
Sanford, NC
96
Wealthminder
score

George Harvey (CRD# 1137389) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Sanford, NC and has over 33 years of experience in the finance industry. George Harvey 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.

3
Michael J. Hensley
CRD#: 4052660
3948 Browning Place, Suite 200, Raleigh, NC 27609
96
Wealthminder
score

Michael Hensley (CRD# 4052660) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.

4
Christian D. Keedy
CRD#: 4325571
1007 Slater Road, Suite 200, Durham, NC 27703
96
Wealthminder
score

Christian Keedy (CRD# 4325571) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 12 years of experience in the finance industry. Christian Keedy 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.

5
Russell B. Smith
CRD#: 1682870
1007 Slater Road, Suite 200, Durham, NC 27703
96
Wealthminder
score

Russell Smith (CRD# 1682870) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 29 years of experience in the finance industry. Russell Smith 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.

6
Brandon D. Fentress
CRD#: 5769895
3948 Browning Place, Suite 200, Raleigh, NC 27609
93
Wealthminder
score

Brandon Fentress (CRD# 5769895) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.

7
Jeffrey D. Link
CRD#: 2739333
3948 Browning Place, Suite 200, Raleigh, NC 27609
93
Wealthminder
score

Jeffrey Link (CRD# 2739333) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.

8
David T. Misenheimer
CRD#: 4475048
1007 Slater Road, Suite 200, Durham, NC 27703
93
Wealthminder
score

David Misenheimer (CRD# 4475048) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 14 years of experience in the finance industry.

9
Joseph G. Moore
CRD#: 5535483
1007 Slater Road, Suite 200, Durham, NC 27703
93
Wealthminder
score

Joseph Moore (CRD# 5535483) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 6 years of experience in the finance industry.

10
James R. Stogner
CRD#: 2872942
Knoxville, TN
93
Wealthminder
score

James Stogner (CRD# 2872942) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Knoxville, TN and has over 19 years of experience in the finance industry.

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