DT
David J. Topor
GRADIENT ADVISORS
Loudon, TN
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CRD#: 5783544
DT
Professional summary
David Jonathan Topor, who also goes by David J Topor, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Loudon, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David J Topor
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.
1) IntelliShield; (Formerly IntelliPlan Insurance) INV-RELATED; 2546 Brantley Park, Blvd. Maryville, TN 37804; Life, Health & Annuity Sales; President and Sales Agent; START 01/2010; 120 HRS/MO; 120 HRS/MO DURING TRADING 2)SOFA- SOCIETY OF FINANCIAL AWARENESS: Non-Profit educational speaker & advisor. 3914 Murphy Canyon Rd. #A125 San Diego, CA 92123 - Workshops, Seminars, Lunch & Learns, Coaching. START DATE: 06/2015 20 HOURS/MONTH 3) LegalShield & TEP Rep- Sales Representative; Sales of Legal & ID Membership & Trusts. Start Date- 2015; 10 hours/month 4) Estate Planning advisor with FamilyEstateDocs.com local office Asset Positioning Services LLC. 9041 Executive Park Drive Suite 250 Knoxville, TN 37923. Advisor Work along with Lawyers to sell and fund trusts; 2022; < 10 hours per week 5) The Estate Planning Source | 520 Wilkes Drive, Suite 14, Green River, WY 82935. Advisor Work along with Lawyers to sell and fund trusts; 2020 < 10 hours per week 6) ACN; Investment Related; Loudon, Tennessee; Offer Health Sharing plans; Plan Rep; 05/2024; 8hrs/mo; 8hrs/mo during trading; Educating and enrolling into Health care sharing plans
CRS (Client Relationship Summary) - RIA
Click below to view David Jonathan Topor'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®
NoneExperience
Current
July 10, 2013 - Present
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Loudon, TN
Past
May 12, 2010 - June 5, 2013
ASSET POSITIONING SERVICES, LLC.
RIA
CRD#: 152737
KNOXVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)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
North Carolina(10/4/2024)
IAR
Tennessee(7/10/2013)
Current Firm
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126
Mailing Address
Phone number
(877) 885-0508
Established
Firm type
Fiscal year end
# of Employees
169
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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