Gordon Asset Management, LLC :: Wealth Management, Retirement Plans, Investment Advisor, Exit Planning: Ervin Randolph Millwood III

• Our Team: • Joseph M. Gordon; • Russell B. Smith; • David Todd Misenheimer; • Christian D. Keedy, Jr.; • Rand Millwood; • Gregory T. Rhinehardt; • J. Robert Stogner
• CODE Of Ethics
• Strategic Partners

Ervin Randolph Millwood III

Ervin Randolph Millwood III (“Rand”) is an Accredited Asset Management Specialist (AAMS®) with over three years of professional experience in the financial services industry. He is a graduate of
North Carolina State University where he received a Bachelors of Science in Accounting with a concentration in Finance. Before joining Gordon Asset Management, LLC, Rand worked as a Financial Consultant with A.G. Edwards & Sons in Shallotte, North Carolina.

Rand is a member of the firm’s Investment Policy Committee, assists in managing investment operations, and is an internal contact for client relationship management. He currently holds his Series 7 and 66 securities licenses and is a registered representative with CW Securities, LLC, an independent registered broker-dealer and member FINRA firm. In addition to his securities licenses Rand received his Accredited Asset Management Specialist designation from the College of Financial Planning. He also maintains both his Life Accident & Health and Long Term Care insurance licenses, as well as his Notary Public certification. Rand is currently matriculating through the Certified Financial Planning program at Duke University.

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Rather than create our own carefully crafted code of ethics, certain partners of the firm through their various trade associations are held to a certain code of ethics individually as a designee or licensee. Read More >

Gordon Asset Management, is North Carolina's premier Asset Management company, specializing in Wealth Management, Retirement Plans and Exit Planning services. Located in the Research Triangle of Raleigh-Durham and Chapel Hill , Gordon Asset Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout North Carolina, East Tennessee and South Carolina.

Investment advice provided by Gordon Asset Management, LLC, a registered investment advisor with the Securities and Exchange Commission.

"Representatives registered with and securities offered through CW Securities LLC, a registered broker/dealer, and Member of the FINRA/SIPC. Gordon Asset Management, LLC and CW Securities LLC are not affiliated."