Eugene
Gordon
Wealthsource®
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About this Advisor
Eugene Gordon is a financial advisor who works out of Palo Alto, California with a total of 5 years of relevant experience. Gordon is an employee of Wealthsource®. Throughout their career, Gordon has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Wealthsource Partners, LLC and Fortune Financial Services, Inc. Gordon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Wealthsource® is a registered investment business headquartered in San Luis Obispo, CA. The company has offices in 39 locations and a total of 71 advisors. It administers $2 billion in assets among its 6,375 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 6,375 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which service is provided. Fees charged by Wealthsource® most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eugene Gordon Work History
Eugene has been registered as a financial advisor for 5 years.*
Wealthsource Partners, LLC
Fortune Financial Services, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eugene Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthsource®
San Luis Obispo, CA
Mission Viejo, CA
Old Greenwich, CT
Grand Junction, CO
Grand Junction, CO
Manhattan Beach, CA
Woodland Hills, CA
Grand Junction, CO
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