Peter R. Gordon

HIGHLANDS WEALTH ADVISORS

San Diego, CA 92121

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CRD#: 5610258

Professional summary

Peter Randall Gordon is a registered financial advisor currently at HIGHLANDS WEALTH ADVISORS, LLC located in San Diego, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Peter has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Randall Gordon's CRS (Customer Relationship Summary).

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

Current

March 11, 2011 - Present

HIGHLANDS WEALTH ADVISORS, LLC

Office #1: 9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121

RIA

CRD#: 156428

San Diego, CA

Past

February 16, 2009 - March 14, 2011

DOWLING & YAHNKE, LLC

RIA

CRD#: 107672

SAN DIEGO, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/11/2011)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/13/2009

Uniform Investment Adviser Law Examination

Current Firm

HIGHLANDS WEALTH ADVISORS, LLC

CRD#: 156428 / SEC#:

California

Registered Investment Advisory firm - (3/11/2011 Approved)

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Contact information

Main Address

9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121

Mailing Address

Phone number

(858) 794-1454

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 29,279,805

Red Flags

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Peter R. Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Randall Gordon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHLANDS WEALTH ADVISORS, LLC

DOWLING & YAHNKE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2009

Current Firm

HIGHLANDS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HIGHLANDS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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