Best Investors Account Sign in
Inactive

William Alan Gordon

Cypress Wealth Services, LLC

Burlingame, CA

CRD 7184825

Claim This Profile
Employer firm

Cypress Wealth Services, LLC CRD 288992

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cypress Wealth Services, Llc

74150 Country Club Drive, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

Burlingame, CA • 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
Perigon Wealth Management, Llc Burlingame CA 10/2019 04/2025
The Business Advantage Group Ltd. Burlingame CA 05/2015 Present
Cypress Wealth Services, Llc Palm Desert CA 04/2025 Present
Previous Registrations
Other Businesses

The Business Advantage Group Ltd.; Vice President, Business Development; San Francisco; Start Date: 05/2015; appx 20 hours a week; non-advisory

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-09-20

View on SEC IAPD

More in Burlingame, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor