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Disclosures
Investably, LLC is a registered investment advisor (RIA) registered in the states of Maryland and Florida, headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD 20814. As an independent RIA, Investably delivers personalized wealth advisory and investment management services to clients virtually across Maryland, Florida, and all states where exemptions apply.
Michelle Gordon is a holder of the Accredited Investment Fiduciary® (AIF®) designation. Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Designation is administered by Fi360, a Broadridge company. Michelle Gordon is a licensed Investment Advisor (Series 65) and licensed insurance professional. Previously, a licensed General Securities Principal Series 24 along with Series 7, 63, and 3.
All content is for information and educational purposes only. It is not intended to provide any financial, tax or legal advice. Please consult with attorney or CPA for legal or tax advice. Nor is it intended to be a projection of current or future performance or an indication of future results. Investment decisions are based on an analysis of client-provided data. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
For our Form ADV, click here. For BrokerCheck, click here. For more information, please refer to our Privacy Policy and Terms & Conditions. We welcome you to reach us at hello@investably.com or 410-348-1611 or https://www.investably.com/.
INVESTABLY is a federally registered trademark owned by Investably LLC. INVESTABLY also claims trademark rights in its stylized design containing the literal element <INVESTABLY>. Any unauthorized use is expressly prohibited.
Investably, LLC is a registered investment advisor (RIA) registered in the states of Maryland and Florida, headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD 20814. As an independent RIA, Investably delivers personalized wealth advisory and investment management services to clients virtually across Maryland, Florida, and all states where exemptions apply.
Michelle Gordon is a holder of the Accredited Investment Fiduciary® (AIF®) designation. Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Designation is administered by Fi360, a Broadridge company. Michelle Gordon is a licensed Investment Advisor (Series 65) and licensed insurance professional. Previously, a licensed General Securities Principal Series 24 along with Series 7, 63, and 3.
All content is for information and educational purposes only. It is not intended to provide any financial, tax or legal advice. Please consult with attorney or CPA for legal or tax advice. Nor is it intended to be a projection of current or future performance or an indication of future results. Investment decisions are based on an analysis of client-provided data. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
For our Form ADV, click here. For BrokerCheck, click here. For more information, please refer to our Privacy Policy and Terms & Conditions. We welcome you to reach us at hello@investably.com or 410-348-1611 or https://www.investably.com/.
INVESTABLY is a federally registered trademark owned by Investably LLC. INVESTABLY also claims trademark rights in its stylized design containing the literal element <INVESTABLY>. Any unauthorized use is expressly prohibited.