Wesban Financial Consultants, P.c.
Wesban Financial Consultants, P.c. (CRD# 110531) is a financial advisory firm headquartered in Birmingham, AL. They manage $41,878,248 in 315 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts315ACCOUNTS
Average Account Value$132,947
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donna Gordon (CRD# 1469265) is an Investment Advisor Representative working at Wesban Financial Consultants, P.c. in Birmingham, AL and has over 25 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.