Wesban Financial Consultants, P.c.

Wesban Financial Consultants, P.c. (CRD# 110531) is a financial advisory firm headquartered in Birmingham, AL. They manage $51,927,769 in 272 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1800 Providence Park, Suite 200, Birmingham, AL 35242
http://www.wesban.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $190,911
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
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 Gordon, financial advisor Birmingham AL
Donna H. Gordon
CRD#: 1469265
1800 Providence Park, Suite 200, Birmingham, AL 35242

Donna Gordon (CRD# 1469265) is an Investment Advisor Representative working at Wesban Financial Consultants, P.c. in Birmingham, AL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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