Stephen Gordon (CRD# 2714986) is an Investment Advisor Representative working at Pfg Advisors in Greenwood Village, CO and has over 28 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfg Advisors, LLC | Greenwood Village, CO | Apr 2018 - Current | 6 |
| Securities America, Inc. | Greenwood Village, CO | Dec 2016 - Current | 7 |
| Colorado Premier Basketball Club | Evergreen, CO | May 2016 - Current | 8 |
| Iceranch Boulder | Boulder, CO | Aug 2013 - Current | 10 |
| Insurance Sales | Greenwood Village, CO | Aug 2006 - Current | 17 |
| Cue Financial Group, Inc. | Greenwood Village, CO | Jun 1997 - Dec 2018 | 21 |
| Foothill Securities, Inc. | Greenwood Village, CO | Aug 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- AZ
- CO
- TX
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- 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
- Pension consulting services
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AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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