Wade
Murphy
Gwn Securities Inc
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About this Advisor
Wade Murphy is a financial advisor based in Palos Verdes Peninsula, California with 13 years of relevant experience. Murphy works at Gwn Securities Inc. Their career trajectory has included roles at Envision Financial Svcs and Gwn Securities Inc. Murphy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Gwn Securities Inc is an advisory firm that has its headquarters in Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 financial advisors. It administers $3 billion in assets across its 58,177 accounts, placing it among the biggest firms in the nation by assets under management. Of its 58,177 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial management fee schedules typically depend on the type of financial services. However, fees charged by Gwn Securities Inc likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Wade Murphy Work History
Wade has been registered as a financial advisor for 13 years.*
Gwn Securities Inc
Envision Financial Svcs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wade Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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