How does the advisor help clients – Key Takeaways:
At GWN Securities Inc., the financial experts specialize in providing comprehensive financial planning and investment management services to clients. Their main objective is to help clients achieve their financial goals and secure their financial future.
The key takeaways of how the advisors at GWN Securities Inc. help clients are:
- Creating personalized financial plans based on clients’ individual goals and risk tolerance
- Offering a wide range of financial services for clients to choose from
- Consistently monitoring and adjusting clients’ investment portfolios
- Providing ongoing support and guidance for all financial planning needs
Facts and Insights
GWN Securities Inc. was founded in 1986 and has been in the financial services industry for over 30 years. The firm is a registered investment advisor and is registered with the Securities and Exchange Commission (SEC). As of 2020, the firm manages over $3 billion in assets under management (AUM) and has a team of over 100 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM | Number of Advisors |
|---|---|---|
| 1986 | $3 billion | 100+ |
Financial Services Offered
GWN Securities Inc. offers a comprehensive range of financial services to meet clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
GWN Securities Inc. provides financial planning services to a wide range of clients, including individuals, families, small business owners, and corporations. The firm can cater to clients with different levels of wealth, from middle income to high net worth individuals.
Fees & Compensation
The advisors at GWN Securities Inc. are compensated through a fee-based structure, which means they do not earn commissions from financial products they recommend to clients. This allows for unbiased and objective financial advice that is in the best interest of the client. The firm also has a fiduciary duty to act in the client’s best interest at all times.
Background
GWN Securities Inc. was founded by a team of experienced and knowledgeable financial advisors with a shared vision of providing exceptional services to clients. The firm prides itself on its commitment to always putting the clients’ interests first and providing customized financial solutions to meet their unique needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, GWN Securities Inc. is required to disclose any potential conflicts of interest to clients. These disclosures may include any affiliations with financial product providers or potential conflicts of interest in the financial advice provided. Clients can rest assured that the advisors at GWN Securities Inc. are transparent and upfront about any potential conflicts.