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Gordon Burdette Taylor

DISTRIBUTION SERVICES
Portland, ME
·CRD# 2990648·28 years experience

Professional Summary

Gordon Burdette Taylor, who also goes by Gordon Burdette Taylor, Gordon Taylor, is a registered financial advisor currently at DISTRIBUTION SERVICES, LLC located in Portland, Maine and SMEAD FUNDS DISTRIBUTORS, LLC located in Portland, Maine. Gordon is registered as a RR (Registered Representative) and started their career in finance in 1998. Gordon has worked at 16 firms and has passed the Series 66, Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gordon Burdette Taylor, Gordon Taylor

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

DISTRIBUTION SERVICES, LLC·CRD# 25938
BD
190 Middle Street Suite 301, Portland, ME 04101
December 22, 2020 - Present
SMEAD FUNDS DISTRIBUTORS, LLC·CRD# 173734
BD
190 Middle Street Suite 301, Portland, ME 04101
March 13, 2025 - Present
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC·CRD# 143809
BD
190 Middle Street Suite 301, Portland, ME 04101
March 13, 2025 - Present
NORTHERN FUNDS DISTRIBUTORS, LLC·CRD# 45943
BD
190 Middle Street Suite 301, Portland, ME 04101
March 13, 2025 - Present
FORESIDE GLOBAL SERVICES, LLC·CRD# 147382
BD
190 Middle Street Suite 301, Portland, ME 04101
June 24, 2026 - Present
TORTOISEECOFIN SECURITIES, LLC·CRD# 285411
BD
Leawood, KS
April 20, 2017 - April 28, 2020
MSEC, LLC·CRD# 154327
BD
Overland Park, KS
April 7, 2015 - October 5, 2016
DIVIDEND CAPITAL INVESTMENTS LLC·CRD# 128667
RIA
Denver, CO
March 31, 2006 - March 23, 2012
ARES WEALTH MANAGEMENT SOLUTIONS, LLC·CRD# 119546
BD
Denver, CO
March 31, 2006 - April 6, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Fairfield, IA
April 5, 2005 - March 15, 2006
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Fairfield, IA
January 8, 2004 - March 15, 2006
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
Worcester, MA
October 31, 2000 - January 6, 2004
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Knoxville, TN
March 3, 1999 - October 18, 2000
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
June 1, 1998 - March 4, 1999
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
April 6, 1998 - June 1, 1998
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
January 12, 1998 - February 4, 1998

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Current Firm

FG
FORESIDE GLOBAL SERVICES, LLC

FORESIDE GLOBAL SERVICES, LLC | RJB DISTRIBUTORS, LLC | HIGHMARK FUNDS DISTRIBUTORS, LLC | HIGHMARK FUNDS DISTRIBUTORS, INC. | FUND SOURCE US, LLC

CRD#: 147382 / SEC#: 8-67903
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone Number

(866) 251-6920

Established

Delaware since 01/30/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER—
BRUNNER, JENNIFER ANNEVP/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nevada
(1/2/2026)
RR
North Carolina
(1/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2005About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1998About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1998About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1998About the Series 6 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jun 1999About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Gordon Burdette Taylor's CRS (Customer Relationship Summary).

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