Mark
Kubik

Gwn Securities Inc

CRD#2828125
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Mark Kubik is a financial advisor who is based in Palm Beach Gardens, Florida. Currently a registered financial advisor at Gwn Securities Inc, they have accrued 10 years of work experience in the financial advisory industry. Kubik maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Kubik can act as an advisor in Michigan. During their career, the advisor has held roles at Usa Advanced Planners, Usa Wealth Management and Gwn Securities Inc. Gwn Securities Inc is headquartered in Palm Beach Gardens, Florida. As an advisory firm, Gwn Securities Inc oversees $2 billion in assets dispersed across 50,339 client accounts and employs more than 650 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 50,339 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Gwn Securities Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

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

$2,286,554,088

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

650

FL Average: 62
Total Number of Accounts

50,339

FL Average: 2,474
Average Account Size

$45,423

FL Average: $750,025

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Investment Advisory Services

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

Mark Kubik Work History

Mark has 10 years of experience.

2012 - Present (10 years)

Gwn Securities Inc

2010 - 2012 (2 years)

Usa Advanced Planners

2010 - 2012 (2 years)

Usa Wealth Management

Disclosures

Mark Kubik has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Darren Moffitt
South Jordan, UT
William O'Brien
Iselin, NJ
Craig Hancock
Palm Beach Gardens, FL
Todd Seagrave
Palm Beach Gardens, FL
Luke Dalton
Catoosa, OK
Jason Hurwitz
Palm Beach Gardens, FL
Aaron Holder
San Antonio, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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