Donna Gordon has been an investment adviser representative at Park Square Financial Group since February 2026, and is not listed among the firm’s executive officers or direct owners.
Park Square Financial Group, LLC is a Roswell, GA firm with $219M under management, 430 clients and 4 advisers across 4 offices, as of its April 2026 filing.
Donna Gordon’s longest registration was 25 years at Wesban Financial Consultants, P.C. (2001–2026). Before joining Park Square Financial Group in 2026, Donna Gordon was registered through Wesban Financial Consultants, P.C.
- – present · under a yearBirmingham, AL · Adviser representative · Firm CRD 332268
- Wesban Financial Consultants, P.C.– · 25 yearsBirmingham, AL · Adviser representative · Firm CRD 110531
Investment adviser representative registrations
Donna Gordon is registered as an investment adviser representative in Alabama, since February 2026.
- AlabamaSince 6 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 13 May 1992 |
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Donna Howard Gordon
- CRD
- 1469265
- Firm
- Park Square Financial Group · CRD 332268
- Office
- 1800 Providence Park, Suite 200, Birmingham, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Gordon work?
Donna Gordon is an investment adviser representative registered through Park Square Financial Group, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Donna Gordon a financial advisor?
Yes. Donna Gordon has a current investment-adviser registration in Alabama, through Park Square Financial Group since February 2026.
How many years of experience does Donna Gordon have?
Donna Gordon has 25 years in the financial industry, since April 2001, across 2 adviser firms.
What exams has Donna Gordon passed?
Donna Gordon passed the Series 63 in May 1992.
Where is Donna Gordon based?
Donna Gordon’s registered office is in Birmingham, AL.
Is Donna Gordon registered with FINRA?
No. Donna Gordon has no current broker registration.
How can I verify Donna Gordon’s record?
Search CRD 1469265 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Gordon’s full registration record.
