Gary
Brown
Gwn Securities Inc
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About this Advisor
Gary Brown is a certified financial planner based out of Palm Beach Gardens, Florida with a total of 4 years of industry experience. Brown currently works for Gwn Securities Inc. Brown has gained experience at Pfs Investments Inc, Primerica Financial Services, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, Lincoln Heritage Life, H D Vest Insurance Agency Inc and Gwn Securities, Inc. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New Jersey. Gwn Securities Inc is an advisory firm operating out of Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 employees. It administers $3 billion in total assets across its 58,177 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. Gwn Securities Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial advisory services typically are based on the financial services offered. However, fees charged by Gwn Securities Inc may include 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
Gary Brown Work History
Gary has been registered as a financial advisor for 4 years.*
Gwn Securities, Inc
Hd Vest Investment Services
Hd Vest Advisory Services
Hd Vest Insurance Agency
H D Vest Insurance Agency Inc
Lincoln Heritage Life
Pfs Investments Inc
Primerica Financial Services
*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 Gary Brown 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
Wayne, PA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Owasso, OK
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Iselin, NJ
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.
