Gordon Asset Management, LLC
Financial Services
4721 Emperor Blvd
5 employees
- Employees
- 5
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Gordon Asset Management, LLC Overview
- Headquarters
- 4721 Emperor Blvd
- Website
- wealthqb.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2001
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Gordon Asset Management, LLC
Gordon Asset Management, LLC is a boutique financial services firm with officed in Durham and Pinehurst NC. We help individuals, families and business owners make smart financial decisions. Disclosures: Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as [Gordon Asset Management, LLC. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.
Gordon Asset Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Gordon Asset Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joe Gordon Cfp®, Cpfa®, Cima® | Certified Financial Planner Cfp® @ | Raleigh-durham-chapel Hill Area, United States |
Email
Phone
|
| Scott Zempel | Retirement Plan Services | Kenosha, Wisconsin, United States |
Email
|
| Lily Gordon | Graduate at Unc Chapel Hill |
View
|
|
| Glenn Moore, Cfa®, Cfp®, Caia® | Partner / CIO at Gordon Asset | Pinehurst, North Carolina, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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