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Ryan David Gordon

LPl Financial LLC

Manhattan Beach, CA

CRD 4502737

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-06
TX RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

1300 Highland Ave Ste 209, Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Long Beach CA 10/2012 05/2017
Raymond James Financial Services, Inc. Manhattan Beach CA 05/2017 05/2025
Raymond James Financial Services Advisors Inc. Manhattan Beach CA 05/2017 05/2025
Next Retirement Solutions El Segundo CA 05/2017 03/2023
Pier Avenue Wealth Mgmt Manhattan Beach CA 11/2017 Present
Lpl Financial Manhattan Beach CA 05/2025 Present
  • 10/2012 → 05/2017
    Wells Fargo Advisors
    Long Beach, CA
  • 05/2017 → 05/2025
    Raymond James Financial Services, Inc.
    Manhattan Beach, CA
  • 05/2017 → 05/2025
    Manhattan Beach, CA
  • 05/2017 → 03/2023
    Next Retirement Solutions
    El Segundo, CA
  • 11/2017 → Present
    Pier Avenue Wealth Mgmt
    Manhattan Beach, CA
  • 05/2025 → Present
    Lpl Financial
    Manhattan Beach, CA
Previous Registrations
Other Businesses

1)05/05/2025 - Pier Avenue Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date: 11/07/2017 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 05/05/2025 - PrimeSC - Other - not investment related - HomeBased - Start Date: 09/23/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 2)03/06/2025-PrimeSC - Commercial HVAC work - Non-Inv Rel - Manhattan Beach, CA - Start: 09/2024 3.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-25
  • S66 Uniform Combined State Law Examination
    2002-04-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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