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Douglas G. Moore

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CRD#: 4482529
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Glenn Moore was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 2010. Douglas had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
I AM THE OWNER OF DOUGLAS G. MOORE, CERTIFIED PUBLIC ACCOUNTANT, PC LOCATED AT 180 EDGEWATER PLACE, PINEHURST, NC 28374. THE BUSINESS IS A CPA PRACTICE WHICH IS ENGAGED IN TAX PLANNING AND PREPARATION. THERE IS NO RELATIONSHIP BETWEEN THE TWO BUSINESSES. APPROXIMATELY 10% OF MY TIME IS DEDICATED TO THE CPA PRACTICE WITH THE MAJORITY OF THAT TIME ALLOCATED DURING THE INCOME TAX FILING SEASON.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 18, 2020 - December 31, 2022

GORDON ASSET MANAGEMENT, LLC

RIA
CRD#: 118471
Pinehurst, NC
Past

September 1, 2010 - December 31, 2020

GIBRALTAR FINANCIAL, LLC

RIA
CRD#: 116904
SOUTHERN PINES, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


GA
GORDON ASSET MANAGEMENT, LLC
BLUE LINE INVESTING, LLC | GORDON ASSET MANAGEMENT, LLC

CRD#: 118471 / SEC#: 801-61670

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Contact information


Main Address
4721 Emperor Blvd. Suite 250, Durham, NC 27703
Mailing Address
Phone number
(919) 313-6650
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

GORDON ASSET MANAGEMENT ADV PART 2A FEBRUARY 2024 (3/11/2024)

Regulatory assets under management


Total Number of Accounts458
AUM (Assets Under Management)$ 199,391,998

Red Flags


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.

Company Information


GORDON ASSET MANAGEMENT, LLC

CRD#: 118471

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