Randall
Richter

Gwn Securities Inc

CRD#5655491
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Randall Richter is a certified financial planner working in Palm Beach Gardens, Florida with a total of 10 years of relevant experience. Richter is an advisor for Gwn Securities Inc. They have spent their whole career at Gwn Securities Inc. Richter holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Gwn Securities Inc is a financial advisory firm that has its headquarters in Palm Beach Gardens, FL. The company has offices in 25 locations and a total of 755 people on staff. It administers $3 billion in assets under management between its 58,177 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 58,177 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Gwn Securities Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. A financial advisor's fee schedules vary depending on which service is provided. However, fee types charged by Gwn Securities Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

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

Randall Richter Work History

Randall has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Gwn Securities Inc

*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 Randall Richter 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

Christopher Mcmanus
Palm Beach Gardens, FL
Lingan Deitrick
Iselin, NJ
John Bannan
Palm Beach Gardens, FL
Gary Oconnor
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Joshua Miller
Wayne, PA

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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