Shaminder
Dhindsa

Gwn Securities Inc

CRD#6337523
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shaminder Dhindsa is a financial advisor based in San Diego, California, working with Gwn Securities Inc. Shaminder has previously held positions at University Of California Santa Barbara, Cetera Advisor Networks, Ubs Financial Services, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Omni Video Productions, and Gwn Securities, Inc. Shaminder has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Shaminder 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 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

16870 West Bernardo Drive Suite 400
San Diego, CA 92127

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Shaminder Dhindsa Work History

2023 - Present (1 year)

Gwn Securities, Inc

2017 - 2023 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2023 (6 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Axa Advisors, LLC

2014 - 2014 (< 1 year)

Cetera Advisor Networks

2014 - 2015 (1 year)

Ubs Financial Services

2011 - 2015 (4 years)

University Of California Santa Barbara

2010 - 2017 (7 years)

Omni Video Productions

Disclosures

Please visit the SEC profile of Shaminder Dhindsa 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

Jennifer Baron
Palm Beach Gardens, FL
Richard Becker
Katy, TX
Michael Dilella
Iselin, NJ
Timothy Howell
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
James Zerweck
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started