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Donna Howard Gordon

WESBAN FINANCIAL CONSULTANTS, P.C.·BIRMINGHAM, Alabama
Unclaimed Profile
1800 PROVIDENCE PARK, SUITE 200, BIRMINGHAM, AL 35242CRD# 1469265Firm CRD# 110531
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About

Donna Howard Gordon is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with WESBAN FINANCIAL CONSULTANTS, P.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
WESBAN FINANCIAL CONSULTANTS, P.C.
WESBAN FINANCIAL CONSULTANTS, P.C.
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WESBAN FINANCIAL CONSULTANTS, P.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1469265
Firm CRD# 110531
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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