GC
GC

Gordon Spencer Campbell

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
3 advisors
Number of Clients
340 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

317 State Street, Guthrie Center, IA, 50115

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gordon operates as an independent insurance agent under Crown Haven Wealth Advisors, selling life and annuity products, taking about half of his time. He is also an investment adviser representative for both Aegis Wealth Management, Inc. and Crown Haven Wealth Management LLC, dedicating about 20% of his time to each.

Employment History
Current Registrations
Crown Haven Wealth Management
October 2020 - Present · 5 yrs 4 mos
Aegis Wealth Management, INC.
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Lifemark Securities CORP.
March 2018 - December 2019 · 1 yr 9 mos
Lifemark Securities CORP.Broker
March 2018 - December 2019 · 1 yr 9 mos
Blue Duck Wealth Management
February 2017 - March 2018 · 1 yr 1 mo
Total Advisor Network, LLC
April 2016 - February 2017 · 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2015 - May 2016 · 1 yr
Edward JonesBroker
November 2014 - January 2015 · 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Gordon Spencer Campbell - Financial Advisor | TrueAdvisor