Tiffany
Gordon
Goldman Sachs Personal Financial Management
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About this Advisor
Tiffany Gordon is a financial advisor based in Rockford, Illinois with a total of 7 years of relevant experience. Gordon currently works for Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC and Girard Securities, Inc. Gordon holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois, Minnesota and Texas. Goldman Sachs Personal Financial Management is a business based out of Newport Beach, CA. The firm has offices in 87 locations and a total of 727 advisors. It controls $13 billion in assets under management among its 82,991 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors usually vary depending on the financial services. Fees charged by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Tiffany Gordon Work History
Tiffany has been registered as a financial advisor for 7 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
*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 Tiffany 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 Goldman Sachs Personal Financial Management
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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