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Adrianne M Gordon

DAVIS FINANCIAL PLANNING, LLC·ASHEVILLE, North Carolina
Unclaimed Profile
111 CENTRAL AVENUE, ASHEVILLE, NC 28801CRD# 7510633Firm CRD# 154186
01

About

Adrianne M Gordon is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with DAVIS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVIS FINANCIAL PLANNING, LLC
DAVIS FINANCIAL PLANNING
AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DAVIS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7510633
Firm CRD# 154186
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adrianne M Gordon offer?
Adrianne M Gordon specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Adrianne M Gordon's credentials?
Adrianne M Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adrianne M Gordon located?
Adrianne M Gordon is based in ASHEVILLE, North Carolina, working with DAVIS FINANCIAL PLANNING, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Adrianne M Gordon charge for services?
Adrianne M Gordon's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS FINANCIAL PLANNING, LLC?
DAVIS FINANCIAL PLANNING, LLC has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Oldenburg — CAMDEN FINANCIAL MANAGEMENT, INC.William Barton Boyer — PARSEC FINANCIAL MANAGEMENT INCBarbara Anne Gray — PARSEC FINANCIAL MANAGEMENT INCGregory David James — PARSEC FINANCIAL MANAGEMENT INCJames Walton Plaster — ALTAMONT CAPITAL MANAGEMENT, LLC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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