Gordon Chow
Gordon Chow is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Walnut, CA, with 27 years of industry experience. Gordon is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Walnut, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gordon is a church treasurer/comptroller, president/CEO of Gordon Chow, CPA (tax preparation/accounting, full-time), owner of GPC Financial (tax preparation/accounting, a few hours per week), and a partner in EZ8 Investments (rental property, minimal time). Gordon is also an agent for Avantax Insurance Agency, assessing client insurance needs and selling insurance policies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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Exams
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