Unclaimed Profile

Joan Claire Gordon

HARBOR ADVISORY CORPORATION·PORTSMOUTH, New Hampshire

Clean recordHARBOR ADVISORY CORPORATION

500 MARKET ST., STE 11, PORTSMOUTH, NH 03801CRD# 4338436Firm CRD# 105151

Profile Verification

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

Identity

Joan Claire Gordon · PORTSMOUTH, NH

Registration

CRD #4338436 · HARBOR ADVISORY CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joan Claire Gordon is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with HARBOR ADVISORY CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HARBOR ADVISORY CORPORATION

AUM

$403M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARBOR ADVISORY CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4338436

Firm CRD# 105151

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joan Claire Gordon offer?

Joan Claire Gordon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Joan Claire Gordon's credentials?

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

Where is Joan Claire Gordon located?

Joan Claire Gordon is based in PORTSMOUTH, New Hampshire, working with HARBOR ADVISORY CORPORATION. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Joan Claire Gordon charge for services?

Joan Claire 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 HARBOR ADVISORY CORPORATION?

HARBOR ADVISORY CORPORATION has approximately 3 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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