Kaysi Gordon Financial Planning
Kaysi Gordon Financial Planning (CRD# 317872) is a financial advisory firm headquartered in Rockville Centre, NY. They manage $7,034,192 in 55 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts55ACCOUNTS
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Average Account Value$127,894
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Kaysi Gordon Financial Planning
1
Kaysian Gordon (CRD# 4958872) is an Investment Advisor Representative working at Kaysi Gordon Financial Planning in Valley Stream, NY and has over 18 years of experience in the finance industry.
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