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Gordon Lange

29 Years of Experience
Tyler, TX
BrokerSells Insurance

Gordon Lange is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

930 Cambridge Bend, Tyler, TX, 75703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gordon sells non-variable insurance through Higginbotham, dedicating about 10-20% of his time. He also works at C2 Financial Advisors, taking nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2004 - Present · 22 yrs 1 mo
LPL Financial LLC
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Cantella & CO., INC.Broker
May 2003 - May 2004 · 1 yr
Cantella & CO., INC.
May 2003 - May 2004 · 1 yr
Raymond James Financial Services
January 1999 - May 2003 · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - May 2003 · 4 yrs 4 mos
Robert Thomas Securities, INCBroker
November 1998 - January 1999 · 2 mos
Signal Securities, INC.Broker
November 1996 - November 1998 · 2 yrs
State Registrations3 states
ARAZTX
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.