DG
CFP
DG
CFP

David Gordon

18 Years of Experience
Spokane, WA

David Gordon is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Spokane, WA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

835 N Post Street, #102, Spokane, WA, 99201

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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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Employment History
Current Registrations
Hightower Advisors, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ten Capital Wealth Advisors, LLC
January 2019 - November 2023 · 4 yrs 10 mos
Mutual Securities, INC.Broker
September 2016 - December 2018 · 2 yrs 3 mos
Mutual Advisors, LLC
September 2016 - December 2018 · 2 yrs 3 mos
Cetera Advisor Networks LLC
March 2010 - September 2016 · 6 yrs 6 mos
Cetera Advisor Networks LLCBroker
March 2010 - September 2016 · 6 yrs 6 mos
LPL Financial Corporation
February 2008 - April 2009 · 1 yr 2 mos
LPL Financial CorporationBroker
February 2008 - April 2009 · 1 yr 2 mos
Ameriprise Financial Services, INC.
April 2007 - December 2007 · 8 mos
Ameriprise Financial Services, INC.Broker
March 2007 - December 2007 · 9 mos
State Registrations1 state
WA
Advisor

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.
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