DG
DG

David Neil Gordon

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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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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Other Business ActivitiesSells Insurance

David is the President/Owner of Gordon Wealth Inc. since 2015, engaging in the sale of various insurance products and offering investment advisory and brokerage services, taking nearly full-time hours. He also owns Five Towns Term, marketing term life insurance, and teaches financial education classes through the American Financial Education Alliance, dedicating minimal time to this.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
December 2009 - Present · 16 yrs 2 mos
Trustmont Financial Group, INC.Broker
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
August 2008 - July 2009 · 11 mos
Brokers International Financial Services, LLC
August 2008 - July 2009 · 11 mos
Northwestern Mutual Investment Services,llc
March 2008 - July 2008 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 2000 - July 2008 · 7 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
November 2000 - January 2002 · 1 yr 2 mos
Metlife Securities INC.Broker
September 1997 - September 2000 · 3 yrs
Metropolitan Life Insurance CompanyBroker
September 1997 - September 2000 · 3 yrs
State Registrations6 states
CACTFLNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.