Mark
Hoffman

Gwn Securities Inc

CRD#5538002
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Mark Hoffman is a financial advisor who works in Palm Beach Gardens, Florida who has 3 years of industry experience. Hoffman works at Gwn Securities Inc. Their career trajectory has included roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Axa Advisors, LLC and Gwn Securities, Inc. Hoffman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Gwn Securities Inc is an advisory company based out of Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 financial advisors. It has $3 billion in assets under management between its 58,177 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 58,177 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules are based on which service is offered. However, fee types billed by Gwn Securities Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

11440 North Jog Road
Palm Beach Gardens, FL 33418-3764

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

FL Average: 62
Total Number of Accounts

58,177

FL Average: 2,474
Average Account Size

$48,798

FL Average: $750,025

Investment Advisory Services

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

Mark Hoffman Work History

Mark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Gwn Securities, Inc

2016 - 2020 (4 years)

Axa Advisors, LLC

2008 - 2016 (8 years)

Mutual Of Omaha Investor Services, Inc

2007 - 2016 (9 years)

Mutual Of Omaha

*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 Mark Hoffman 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

Nicole Becker
Palm Beach Gardens, FL
Gary Oconnor
Palm Beach Gardens, FL
Kerry Hawver
Palm Beach Gardens, FL
Paul Mckee
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Sergey Lyubyatinskiy
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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