GC
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Gordon Clakley
40 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Gordon Clakley is a registered investment advisor at Raymond James & Associates, INC., based in San Francisco, CA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
101 California Street, Suite 4500, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2008Denied
Customer Dispute
July 2006Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.
June 2006 - Present · 19 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Moors & Cabot INC
January 2003 - July 2006 · 3 yrs 6 mos
Moors & Cabot INC
August 2002 - December 2002 · 4 mos
Moors & Cabot, INC.Broker
June 2002 - June 2006 · 4 yrs
Wells Fargo Investments, LLC
July 2001 - June 2002 · 11 mos
Wells Fargo Investments, LLCBroker
July 2001 - June 2002 · 11 mos
Wells Fargo Van Kasper, LLCBroker
October 1994 - July 2001 · 6 yrs 9 mos
Painewebber IncorporatedBroker
November 1990 - November 1994 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1985 - December 1990 · 5 yrs 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.