Melissa Elaine Gordon
Investment adviser representative at Principal Securities, Inc.
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$17BFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- Principal Securities, Inc.Jun 2026 to now
- Principal Life Insurance CompanyJun 2026 to now
- Eagle Strategies LLCJul 2025 to Jun 2026
- New York Life InsuranceJul 2023 to Jun 2026
- Nylife Securities LLC.Jul 2023 to Jun 2026
- State Farm Investment Management Corp.Feb 2021 to Apr 2023
- State Farm Investment Management Corp.Sep 2018 to Jun 2019
- State Farm InsuranceJan 2018 to Apr 2023
- State Farm Vp Management Corp.Feb 2014 to Apr 2023
- Melissa Gordon Insurance AgencyFeb 2014 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 5796509
- Firm CRD
- 1137