William Blair Gordon
Investment adviser representative at Kovack Advisors, Inc.
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm assets
Are you William Blair Gordon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Kovack Advisors, Inc.Jul 2019 to now
- Kovack Securities, Inc.Jul 2019 to now
- Retirement Wealth Resources, Inc.Sep 1998 to now
- Capital Financial Services Inc.Nov 2010 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kovack Advisors, Inc.
$6.3BAssets managed
13,293Clients
258Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2127800
- Firm CRD
- 140808