Sean
Murphy

Gwn Securities Inc

CRD#6961222
Investment Advisor
in Palos Verdes Peninsula, CA

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About this Advisor

Sean Murphy is a financial advisor based in Palos Verdes Peninsula, California, working with Gwn Securities Inc. Sean has previously held positions as a student, with The Salvation Army, Envision Financial Group, Inc, and Gwn Securities, Inc. Sean has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sean is part of Gwn Securities Inc, which operates out of Palos Verdes Peninsula, 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 66

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

777 Silver Spur Road Suite 213
Palos Verdes Peninsula, CA 90274

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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

Sean Murphy Work History

2022 - Present (3 years)

Envision Financial Group, Inc

2022 - Present (3 years)

Gwn Securities, Inc

2021 - 2022 (1 year)

The Salvation Army

2011 - 2021 (10 years)

Student

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Disclosures

Please visit the SEC profile of Sean Murphy 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

Jonah Simenauer
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Michael Dilella
Iselin, NJ
Anthony Decristofaro
Pasadena, CA
Artin Muradyan
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Mark Schindler
Palm Beach Gardens, FL

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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