Donna Gordon (CRD# 5024768) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 12 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners | Tampa, FL | Sep 2019 - Current | 4 |
| Ifp Securities, LLC | Tampa, FL | Sep 2019 - Current | 4 |
| Signature Financial Services, Ltd | Arlington Heights, IL | Jan 2012 - Sep 2019 | 7 |
| Signature Advisors Group | Arlington Heights, IL | Feb 2004 - Sep 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- IL
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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