Gordon Asset Management, LLC
Gordon Asset Management, LLC (CRD# 118471) is a financial advisory firm headquartered in Durham, NC. They manage $200,170,598 in 473 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management200MILLION
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Total Number of Accounts473ACCOUNTS
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Average Account Value$423,194
- 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)
FL, NC, SC, TX, VA
Joseph Gordon (CRD# 706758) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 30 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.
Joseph Moore (CRD# 5535483) 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. Joseph Moore 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.
John Stilley (CRD# 7076810) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 4 years of experience in the finance industry.
Joshua Stilley (CRD# 6988063) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 5 years of experience in the finance industry.
Todd Zempel (CRD# 4671373) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 19 years of experience in the finance industry.