DG
CFP
DG
CFP

David Gordon

17 Years of Experience
Spokane, WA
May Earn Commission

David Gordon is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Spokane, WA, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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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 · 2 yrs 11 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.