Gordon Sylvester
Gordon Sylvester is a registered investment advisor at Latitude Investment Group, based in Alpharetta, GA, with 27 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 87 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Investment Group's (LIG) asset management fees are charged monthly and based on the size of your portfolio and the complexity of services provided. The maximum annual advisory fee is 2%. If LIG uses a third-party money manager, the fee includes the sub-advisor's fee. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
Location
1125 Sanctuary Parkway, Suite 120, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Regulatory
June 1998Other Business ActivitiesSells Insurance
Gordon is involved with several businesses, including Divergent Financial Group Corp (an insurance marketing organization), FMG Distributors, Inc (a broker/dealer), Latitude Investment Group (a Registered Investment Advisor where he spends about a quarter of his time), and Divergent Advisors (an independent marketing organization). He spends nearly full-time hours on Divergent Financial Group Corp, which is a fixed annuity and life insurance wholesaling organization.
Employment History
Current Registrations
Latitude Investment Group
Previous Registrations
Fmg Distributors, INC.Broker
Divergent Capital Asset Management LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
M. S. Howells & CO.Broker
Rosenthal Collins Equities, L.L.C.Broker
May Financial CorporationBroker
Southwest Securities, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Wilson-Davis & CO., INC.Broker
Olde Discount CorporationBroker
State Registrations6 states
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.