Bennett Gordon is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2600 North Military Trail Suite 240, Floor 2, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bennett has 100% ownership of MJMEH LLC and 33.33% ownership of MGR Wealth Management Group LLC. He spends about 10-20% of his time on MJMEH LLC and nearly full-time on MGR Wealth Management Group LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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