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Donna Howard Gordon

WESBAN FINANCIAL CONSULTANTS, P.C.·BIRMINGHAM, Alabama
Series 63Clean record25 years registeredWESBAN FINANCIAL CONSULTANTS, P.C.
1800 PROVIDENCE PARK, SUITE 200, BIRMINGHAM, AL 35242CRD# 1469265Firm CRD# 110531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Howard Gordon · BIRMINGHAM, AL
Registration
CRD #1469265 · WESBAN FINANCIAL CONSULTANTS, P.C. · 25 years registered
Brand Profile
Not yet started
01

Career History

PARK SQUARE FINANCIAL GROUP LLC
Feb 2026 – present
WESBAN FINANCIAL CONSULTANTS, P.C.
May 2001 – May 2026
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · May 1, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESBAN FINANCIAL CONSULTANTS, P.C.
CRD 110531 · SEC 801-60181
AUM
$41M
Regulatory assets under management
Employees
1
341 client accounts
Services offered by WESBAN FINANCIAL CONSULTANTS, P.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESBAN FINANCIAL CONSULTANTS, P.C. →
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05

Frequently Asked Questions

What services does Donna Howard Gordon offer?
Donna Howard Gordon specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Donna Howard Gordon's credentials?
Donna Howard Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Howard Gordon located?
Donna Howard Gordon is based in BIRMINGHAM, Alabama, working with WESBAN FINANCIAL CONSULTANTS, P.C.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Donna Howard Gordon charge for services?
Donna Howard Gordon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESBAN FINANCIAL CONSULTANTS, P.C.?
WESBAN FINANCIAL CONSULTANTS, P.C. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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