Unclaimed Profile

Robert Allen Gordon

ROBERT GORDON & ASSOCIATES, INC.·SPRINGFIELD, Illinois

Series 6, Series 22, Series 26, Series 39, Series 63Clean record28 years registeredROBERT GORDON & ASSOCIATES, INC.

1201 S. VETERANS PARKWAY STE A, SPRINGFIELD, IL 62704CRD# 1216059Firm CRD# 106037

Profile Verification

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

Identity

Robert Allen Gordon · SPRINGFIELD, IL

Registration

CRD #1216059 · ROBERT GORDON & ASSOCIATES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBERT GORDON & ASSOCIATES, INC.

BERGER FINANCIAL GROUP

Feb 2024 – Feb 2025

Springfield, IL

ROBERT GORDON & ASSOCIATES INC

Jan 1998 – Feb 2024

SPRINGFIELD, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 26

Series 39

Series 63

Registration record

First registered · January 9, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERT GORDON & ASSOCIATES, INC.

CRD 106037 · SEC 801-107410

AUM

$266M

Regulatory assets under management

Employees

728 client accounts

Services offered by ROBERT GORDON & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ROBERT GORDON & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Allen Gordon offer?

Robert Allen Gordon specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Allen Gordon's credentials?

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

Where is Robert Allen Gordon located?

Robert Allen Gordon is based in SPRINGFIELD, Illinois, last registered with ROBERT GORDON & ASSOCIATES, INC..

How does Robert Allen Gordon charge for services?

Robert Allen Gordon'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 ROBERT GORDON & ASSOCIATES, INC.?

ROBERT GORDON & ASSOCIATES, INC. has approximately 7 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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