电子邮件 | rgo***@***.com | 获取Email |
---|
电子邮件 | rgo***@***.com | 获取Email |
---|
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients' financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn't have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
公司 | Wealth Enhancement Group |
---|---|
职位 | Senior Vice President, Financial Advisor |
地点 | United States |
http://www.linkedin.com/in/robgordoncfp | |
部门 | master_finance |
头衔 | Senior Vice President, Financial Advisor |
Wealth Enhancement Group Senior Vice President, Financial Advisor
2021-10-01 -
Partner & Wealth Advisor/Corporate Retirement Plan Specialist
2017-01-01 - 2021-11-01
Senior Financial Advisor and Corporate Retirement Plan Services
2007-01-01 - 2021-11-01
Provenance Wealth Advisors Planning Consultant
2004-01-01 - 2007-01-01
Senior Investment Strategist & Financial Planner
2000-01-01 - 2003-01-01
Robert Gordon 在 Wealth Enhancement Group 担任 Senior Vice President, Financial Advisor
Robert Gordon 在 Wealth Enhancement Group 的职位是 Senior Vice President, Financial Advisor
Robert Gordon 的电子邮件地址是 rgo***@***.com
Robert Gordon 的电话号码是 -
Robert Gordon 的公司电话号码是 +176****
Robert Gordon 在 financial services 工作。
Robert Gordon 的一些同事包括Nicole Herrmann、Gayla Little、Beth Harvieux、Christina StensbyDamien C、。
Robert Gordon联系方式: 电子邮件地址:rgo***@***.com 电话号码:-
Robert Gordon 的个人领英是:http://www.linkedin.com/in/robgordoncfp
Robert Gordon 的办公地点:505 North Highway 169, Plymouth, Minnesota, USA, 55441
Top-ranked on G2 Crowd
全球B2B企业库 海关贸易数据 展会采购数据
全球B2B企业库
海关贸易数据
展销采购数据
Top-ranked on G2 Crowd