Brian David Gordon
Financial advisor at Lincoln Investment · Bohemia, NY
Last updated 2026-10-10
Claim your profileBrian David Gordon is a financial advisor at Lincoln Investment in Bohemia, NY, CRD 728461. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-03-25.
Registration
- CRD number
- 728461
- Registration status
- Active
- IAPD registration
- 2021-03-25
- Industry Experience
- 5 years
- Work Experience
- 45 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 65
Work history
- 1981-01 to 2017-01 · Legend Equities Corporation · Palm Beach Gardens, FL
- 2011-07 to 2019-09 · Legend Advisory Corporation · Palm Beach Gardens, FL
- 2017-01 to Present · Lincoln Investment · Bohemia, NY
Current employment
- Lincoln Investment · Fort Washington, PA
- Capital Analysts · Fort Washington, PA
Lincoln Investment
- Regulatory AUM
- $21,994,851,422
- Registered advisors
- 904
- Offices
- 517
- Clients per advisor
- 153.1 (High)
- Average AUM per client
- $159K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Lincoln Investment: advisors, services and reported ETF investments
About
Brian David Gordon is a financial advisor at Lincoln Investment in Bohemia, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 45 years of reported work history. Reported roles include Legend Advisory Corporation, Legend Equities Corporation.
Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Lincoln Investment on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Real Estate Broker or Dealer
Location
640 Johnson Ave., Bohemia, NY 11716
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-887-8111
- Website: gaborfs.com
Official record
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