Anthony
Pavia

Gwn Securities Inc

CRD#2019194
Investment Advisor
in San Diego, CA

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About this Advisor

Anthony Pavia is a financial advisor based in San Diego, California, working with Gwn Securities Inc. Anthony has previously held a position at Gwn Securities Inc and has passed the Series 63 regulatory exam. Anthony is registered to provide services in California. Currently, Anthony is part of Gwn Securities Inc, which operates out of San Diego, California. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11590 W. Bernardo Ct. # 102
San Diego, CA 92127

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

CA Average: $1,855,561,029
Total Number of Employees

755

CA Average: 62
Total Number of Accounts

62,656

CA Average: 2,474
Average Account Size

$49,151

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Anthony Pavia Work History

2010 - Present (14 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Anthony Pavia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Anthony Decristofaro
Pasadena, CA
Jarrod Thompson
Palm Beach Gardens, FL
Michael Dilella
Iselin, NJ
Jennifer Baron
Palm Beach Gardens, FL
Marcellous Fletcher
Palm Beach Gardens, FL
Rhonda Foster
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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