Wesban Financial Consultants, P.c.

Wesban Financial Consultants, P.c. (CRD# 110531) is a financial advisory firm headquartered in Birmingham, AL. They manage $34,027,048 in 333 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $102,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AL

Financial Advisors at Wesban Financial Consultants, P.c.
Showing 1 - 1 of 1 top financial advisors.
1
Donna H. Gordon
CRD#: 1469265
1800 Providence Park, Suite 200, Birmingham, AL 35242
101
Wealthminder
score

Donna Gordon (CRD# 1469265) is an Investment Advisor Representative working at Wesban Financial Consultants, P.c. in Birmingham, AL and has over 24 years of experience in the finance industry. Donna 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.

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