Unclaimed Profile

Rj Gordon Tudor

WEALTH ANALYTICS PARTNERS, LLC·SAN DIEGO, California

Series 2, Series 7, Series 24, Series 51, Series 63, Series 65Clean record29 years registeredWEALTH ANALYTICS PARTNERS, LLC

12730 HIGH BLUFF DR, SAN DIEGO, CA 92130CRD# 2282678Firm CRD# 140115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rj Gordon Tudor · SAN DIEGO, CA

Registration

CRD #2282678 · WEALTH ANALYTICS PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH ANALYTICS PARTNERS, LLC

WEALTH ANALYTICS PARTNERS, LLC

Apr 2007 – Mar 2020

San Diego, CA

STRATEGIC ASSET MANAGEMENT GROUP, LLC

Aug 2004 – Nov 2012

SAN DIEGO, CA

WEALTH ANALYTICS, INC.

Jul 2004 – Jan 2007

SAN DIEGO, CA

NEXT FINANCIAL GROUP, INC.

Jun 2004 – May 2009

SAN DIEGO, CA

AXA ADVISORS, LLC

Jul 1997 – Jun 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ANALYTICS PARTNERS, LLC

CRD 140115 · SEC 801-66566

AUM

$238M

Regulatory assets under management

Employees

162 client accounts

Services offered by WEALTH ANALYTICS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ANALYTICS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Rj Gordon Tudor offer?

Rj Gordon Tudor specializes in Financial Planning, Investment Management, Wealth Management.

What are Rj Gordon Tudor's credentials?

Rj Gordon Tudor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rj Gordon Tudor located?

Rj Gordon Tudor is based in SAN DIEGO, California, last registered with WEALTH ANALYTICS PARTNERS, LLC.

How does Rj Gordon Tudor charge for services?

Rj Gordon Tudor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ANALYTICS PARTNERS, LLC?

WEALTH ANALYTICS PARTNERS, LLC has approximately 6 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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