The Gold Company
The Gold Company (CRD# 123127) is a financial advisory firm headquartered in Portland, ME. They manage $14,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$466,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joel Gold (CRD# 223801) is an Investment Advisor Representative working at The Gold Company in Portland, ME and has over 22 years of experience in the finance industry. Joel Gold 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.