Richard Gordon (CRD# 5168640) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 16 years of experience in the finance industry.
CRD# 5046672
Lido
CRD# 1388001
Tcg Wealth Management
CRD# 5158798
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | San Francisco, CA | Apr 2024 - Current | < 1 |
Clarfeld | San Francisco, CA | Apr 2024 - Current | < 1 |
Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Apr 2024 | < 1 |
J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Apr 2024 | < 1 |
First Republic Securities Company, LLC | San Francisco, CA | Apr 2017 - Sep 2023 | 6 |
First Republic Investment Management, Inc. | San Francisco, CA | Apr 2017 - Sep 2023 | 6 |
First Republic Securities Company | San Francisco, CA | Jan 2015 - Apr 2017 | 2 |
Barclays Capital Inc. | San Francisco, CA | Sep 2008 - Jan 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- CA
- TX
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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