Seth Gorman (CRD# 7189087) is an Investment Advisor Representative working at Primerica Advisors in Noblesville, IN and has over 4 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Noblesville, IN | Oct 2019 - Current | 4 |
| Primerica Financial Services | Noblesville, IN | Jan 2018 - Current | 6 |
| Lee Supply Corporation | Fort Wayne, IN | Jun 2019 - Jun 2021 | 2 |
| Pine Hills Church | Fort Wayne, IN | Jun 2012 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- IN
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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