Penny White Gordon

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → 03/2018
  Gibraltar Bank
  Key Largo, FL
• 03/2018 → 07/2020
  Iberiabank
  East Berlin, PA
• 07/2020 → Present
  First Horizon Bank
  East Berlin, PA
• 08/2025 → Present
  Lpl Financial Llc
  Key Largo, FL

Previous Registrations

• 2021-09-20 → 2025-08-21
  First Horizon Advisors, Inc.
  Memphis, TN
  Key Largo, FL
  East Berlin, PA
  Key Largo, FL
• 2020-11-06 → 2020-12-02
  First Horizon Advisors, Inc.
  East Berlin, PA
  Memphis, TN

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading 2- 08/21/2025 - Gordon Carpentry, LLC - Business Owner - Secretary - Investment Related - Home Based - Start Date 12/05/2013 - 1 hour per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-17

Designations

• Certified Financial Planner

Other Names

• Penny White Gordon
• Penny Jo White
• Penny White Gordon