David Gordon
David Gordon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boynton Beach, FL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David owns a multi-family real estate property and a shell company being wound down. He also serves as Treasurer on the Board of Directors for Gordon, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities Financial Network, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations29 states
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