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William John Gordon

Investment adviser representative at Redwood Financial Network
21 yearsExperience
4 statesRegistered in
$262.8MFirm assets
12 yearsFirm in business

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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
  • Pension consulting

Experience

21 years in the industry.

  1. Redwood Financial NetworkJun 2011 to now
  2. LPL FinancialAug 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1995
  • Series 63 · Uniform Securities Agent State Law2005

State registrations

Registered as an investment adviser representative in 4 states (FL, NC, OH, TX).

Redwood Financial Network

Legal name: Redwood Financial Network Corp.

$262.8MAssets managed
1,019Clients
8Advisers
12 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
2596540
Firm CRD
157834
Advisor's SEC record (opens in a new tab)
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