Joshua Gordon (CRD# 7340371) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chimera Wealth | Sebastopol, CA | Nov 2021 - Current | 2 |
| Cross Country Mortgage | Santa Rosa, CA | Aug 2018 - Current | 5 |
| Peoples Home Equity | Santa Rosa, CA | Dec 2017 - Aug 2018 | < 1 |
| Banc Of California | Santa Rosa, CA | Dec 2015 - Dec 2017 | 2 |
| Peoples Bank | Santa Rosa, CA | May 2013 - Dec 2015 | 2 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$104,921
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, TX, WA
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