John Gordon is a registered investment advisor at Cetera Investment Advisers LLC, based in Walpole, MA, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
55 West St, Ste 201, Walpole, MA, 02081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the principal and owner of Summit Star Financial, providing securities and financial planning services, dedicating nearly full-time hours to this role. He also owns Summit Star Advisory, a DBA for advisory services, advice, and asset management, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations6 states
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