AG
AG

Andrew Charles Gordon

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1 Spectrum Pointe Drive, Suite #210, Lake Forest, CA, 92630

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew is a sole proprietor selling health and dental insurance, dedicating minimal time to this activity. He also owns A.G. Wealth Management Advisers, Inc. and Wealth Management Advisers, used as pass-through entities and for branding, respectively.

Employment History
Current Registrations
Centaurus Financial, INC.
February 2002 - Present · 24 yrs
Centaurus Financial, INC.Broker
August 1997 - Present · 28 yrs 6 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.