Katheryn Gordon Email and Phone Number
As a Financial Advisor, I am dedicated to helping individuals, families and businesses develop financial plans and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with personalized, comprehensive financial advice and portfolio management-- delivered with the highest level of personal service, professional integrity and clarity. I help clients set up retirement accounts, college savings accounts, and various other types of brokerage accounts. Additionally, I help people with their all of their operational needs from deposits and withdrawals, to account updates and maintenance. Away from the office, I enjoy the outdoors- camping, kayaking and hiking, cooking, and spending time with family and friends. My husband, Brad and I are both native to North Carolina, and currently reside in Columbus. Together we have a daughter, a dog and several chickens. Please contact me by e-mail at katheryn@ashworthfg.com or by phone at 1-828-552-4443.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Ashworth Financial Group
View- Website:
- ashworthfinancialgroup.com
- Employees:
- 3
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Lpl Financial AdvisorAshworth Financial Group Apr 2020 - PresentTryon, North Carolina, United StatesNo one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a custom tailored strategy to address your financial goals and objectives, always adhering to our Core Beliefs.We recognize that everyone encounters planned and unplanned life changes along the way. We strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future with us right by your side. -
Financial AdvisorWells Fargo Advisors Dec 2017 - Apr 2020Tryon, NcWorking with a team to help existing clients to manage and preserve their wealth while prospecting new clients as well. Our team is client-focused, striving to provide optimal client experience.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC. -
Registered Client AssociateWells Fargo Advisors Jun 2016 - Apr 2020Tryon, NcRegistered Associate (Series 7 & 66). Assisted with branch operations including general operations, and placing market trades. -
Client AssociateWells Fargo Advisors Mar 2014 - Apr 2020Tryon, NcAssisted Financial Advisors and Financial Consultants in the branch with all of the operational aspects pertaining to business-- including client documents, deposits, and general branch operations.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC.
Katheryn Gordon Education Details
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Kinesiology And Exercise Science
Frequently Asked Questions about Katheryn Gordon
What company does Katheryn Gordon work for?
Katheryn Gordon works for Ashworth Financial Group
What is Katheryn Gordon's role at the current company?
Katheryn Gordon's current role is LPL Financial Advisor at Ashworth Financial Group.
What schools did Katheryn Gordon attend?
Katheryn Gordon attended University Of Tennessee, Knoxville.
Who are Katheryn Gordon's colleagues?
Katheryn Gordon's colleagues are Steven Collie, Mike Ashworth.
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Katheryn Gordon
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